What the partner can see
- A posture snapshot of your workspace on the partner’s board: machine counts, enforcement mode, open incident count, last heartbeat and policy version. Never your events, machines by name, or people.
- A read-only view of your dashboard when a partner operator opens it. A banner stays at the top of their view: “Read-only view by partner as operator email”, with the reason they gave and the time left. Inside, the operator can read what a member with the Read role can read. Every control that changes something is hidden, and a request that tries is refused.
How you are told
- Your Overview shows a Managed workspace strip: “This workspace is managed by partner. contact name is the customer of record.” with Operated by, Customer of record and Sector.
- The first time in a day that a partner opens your workspace, your contact of record receives an email. It names the partner, the operator, the reason they gave, how long the session lasts, and carries a one-click link that ends the access.
- Every open is recorded in your Audit Trail under the operator’s name. Later opens on the same day are recorded but not emailed again.
How to end access
Open Settings › Partner access.
If no partner holds access, the section reads “No partner holds access to this workspace and no partner session is open.”