You can update the roles & permissions for Partner Users (partner's team).
Who can do this: Portal Admin, Portal Owner.
Update a team member's role
Go to Accounts & Settings in the sidebar and select the Team tab.
Find the team member and click the edit button next to their name.
In the pop-up window, select the desired role.
Click Save.
Available roles
Role | Access |
Portal Owner | Full access to all aspects of the portal. Can manage all users, promote team members to Owner, or demote them. |
Portal Admin | Access to most portal features. Can manage other Admins, Team Members, and Partner Users. |
Team Member | Can work leads in the portal. Cannot issue payments, manage integrations, or configure most portal settings. Can manage Partner Users. |