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What visibility do Team Members have?
What visibility do Team Members have?

This article will walk you through the different permissions and roles available for Team Members.

Updated over 3 months ago

As a Partner Owner, you can determine which visibility your Team Members will have in the portal.

To learn how to add Team Members to your portal, check out this article.

Permissions and Roles

Once the Team Member has been added you can provide them with different permissions. To update their permissions, head to your Team Members tab in the sidebar and select the edit button next to their name.

Once selected, a pop-up window will appear and show you the different permissions available.

  • Partner Owner: will have access to configure the organization, and see and work all leads submitted. Partner Owners can promote other team members to an Owner or demote them.

  • Partner Admin: can see and work all leads submitted but cannot configure their organization information. They can manage Partner Users.

  • Partner User: can see and work any leads that they have submitted or leads that had been submitted on their behalf by Team Members or Partner Admins. They cannot see all leads submitted by anyone else.

Select the desired one and press save.

Opportunities:

Team Members (with either privilege) will have access to the Opportunities tab and have visibility on all Opportunities sent by the portal Admin team.

PLEASE NOTE: โ€‹A non-admin Team Member will not be able to view any transactional data (payments).

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