As a Partner Owner, you control what each team member can see and do in the portal by assigning them a role.
To learn how to add Team Members to your portal, check out this article.
Roles and permissions
There are three roles available for team members:
Partner Owner
Can configure the organization.
Can see and work all leads submitted by anyone.
Can promote other team members to Owner or demote them.
Partner Admin
Can see and work all leads submitted by anyone.
Cannot configure organization information.
Can manage Partner Users.
Partner User
Can see and work only the leads they submitted, or leads submitted on their behalf by team members or Partner Admins.
Cannot see leads submitted by others.
How to update a team member's role
To update a team member's role, go to the Team tab in the sidebar and click the edit button next to their name. Select the desired role in the pop-up window and click Save.
Opportunities
All team members, regardless of role, have access to the Opportunities tab and can view all opportunities sent by the portal admin team.