# Partner Management Portal

## Overview

Partner management portal allows the partners to register themselves in MOSIP. With LTS release, the following types of partners can register themselves:

1. Authentication Partners
2. Credential Partners(with limited features)
3. Device Providers
4. FTM Provider

{% embed url="<https://www.youtube.com/watch?v=VseMUIfJ2Y8&list=PLF83tgjxrJvh6QVM27lxIYq5nlZx8rY8Z&index=3>" %}

## Partner roles

| Partner Type           | Associated Role     |
| ---------------------- | ------------------- |
| Partner Admin          | PARTNER\_ADMIN      |
| Policy Manager         | POLICYMANAGER       |
| Authentication Partner | AUTH\_PARTNER       |
| Credential Partner     | CREDENTIAL\_PARTNER |
| Device Provider        | DEVICE\_PROVIDER    |
| FTM Provider           | FTM\_PROVIDER       |

A Partner Admin can create Policies that are required for Authentication and Credential partners. The section below describes the types of policies that are supported by MOSIP.

## Home page

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-d7c98c5dfc3b18afbdb489888239a62e935c6913%2Fpms-home-page.png?alt=media)

## Policies

To create policies, policy groups should be defined. Policy groups can be considered as the regulatory bodies in a country, examples could be Telecom, Insurance, Banking, etc.

### Creation of Policy group

* Login as `Partner Admin` into the PMS portal.
* After successful login, on the left navigation pane, click on **Policy -> Policy Group**.
* The existing policy groups are listed on the screen and the new ones can be created.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-7ef1db901fee8e0201a951c2af9835b2206376d6%2Fpms-policy-groups.png?alt=media)

**To create Policy groups**

* Click Policy -> Policy Group -> +Create Policy Group
* Enter the Policy group Name and Description and click **Save**.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-54ceca00247fb5bd5d6dee2f0f78d3619b4cae3d%2Fpms-create-policy-groups.png?alt=media)

To search or filter any data pertaining to policy groups, use the filter menu.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-da3de672be02ac5b032cc8db1bda63381c6fca20%2Fpms-filter-policy-groups.png?alt=media)

You can also change the status of policy group(Deactivate/Re-activate) or edit it using the Action menu as shown below.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-7fde38cc4a5be0d6f61660a6073d9e1853ccfd2b%2Fpms-actionmenu-policy-groups.png?alt=media)

On successful creation of Policy groups, polices can be created under that group. MOSIP supports two types of policies, i.e., **Auth** policy and **Datashare** policy.

## Auth Policy

By default, on clicking Auth policy, the screen displays the list of existing auth [policies](https://nayakrounak.gitbook.io/mosip-docs/1.2.0/partners#partner-policies).

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-41db4f5789c5a6b3b222ccca1f74244323cd7d3f%2Fpms-auth-policy.png?alt=media)

### Create an Auth policy

1. Click **Auth Policy -> Create Policy**.
2. Add the Name and Description.
3. From the dropdown, select the Policy group.
4. Add the Policies Data.
5. Click **Save**.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-e05542000ce9ea2f483933aed1342e3b38b0ae9e%2Fpms-create-auth-policy.png?alt=media)

*Note*: Once the policy is created, it will be in *Inactive* state. You have to activate it before using it for a partner.

### Activate/edit Auth policy

1. Select the policy you want to activate or edit.
2. From the Actions menu, select Activate/Edit.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-35d684a6f4057aa93c3c04fed01dafaabc8d0ee0%2Fpms-actionmenu-auth-policy.png?alt=media)

### Search or filter data

1. Use the filter menu.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-5b4def9dd70e29865f2824a0bc7f4dddd7826238%2Fpms-filter-auth-policy.png?alt=media)

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-540b063556f51b09ae9b3e72d62fbcd4928ec12c%2Fpms-filter-results-auth-policy.png?alt=media)

## Data Share Policy

Data Share policy can be created/edited in the same way as the steps mentioned in the previous section on `Auth policy` by using Data Share Policy menu options.

![](https://1701354953-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MKdauHHDPmc5uZiXAWv-3164950280%2Fuploads%2Fgit-blob-8f1765d52f925e53a12a2554dc6b813f3c41c3f7%2Fpms-data-share-policy.png?alt=media)

## Partner

### Self Registration

Partners in MOSIP are created in a self-service mode. The partner visits the MOSIP partner management portal and requests for collaborating with MOSIP by providing basic details such as organization name and email-id, purpose of registration (how they want to collaborate with MOSIP - as a device provider, authentication partner, print partner, etc), basic credentials and performing an OTP based verification. Once these details are filled by the partner and a request is sent to MOSIP, the `Partner Admin` verifies the details of the partners and allows the partner to integrate with MOSIP.

To know more about each of the partners, click:

1. [Auth partner/ Credential partner](https://nayakrounak.gitbook.io/mosip-docs/1.2.0/modules/partner-management-services/auth-credential-partner)
2. [Device Provide](https://nayakrounak.gitbook.io/mosip-docs/1.2.0/modules/partner-management-services/device-provider-partner)
3. [FTM Provider](https://github.com/nayakrounak/documentation/blob/1.2.0/docs/ftm-provider-partner.md)
