As a program grows, so does the list of people who touch it. Team management lets you grant precise access to your internal team and define who manages each partner, all from clear permission categories you control without engineering.
What it does
Team management is where you invite your internal team and assign each person a role. Roles are built from readable permission categories, partners, commissions, courses, integrations, SSO, and more, so you grant exactly what a person needs. You can give a user full admin access, a custom permission set, or limit them to only the partners they are assigned. On the partner side, you define partner team roles and assign the people responsible for each partner. That keeps ownership clear, and because roles can map to your CRM, the right relationships stay reflected in the system of record.The problem it solves
Loose access is a liability, and rigid access is a bottleneck:- Everyone has more access than they should → Roles grant only the permission categories a person needs.
- Reps see partners that are not theirs → Users can be limited to their assigned partners.
- Adding a teammate means an IT ticket → Partner ops invites and assigns roles directly, no engineering.
- Partner ownership is unclear → Partner team roles make who-manages-whom explicit and CRM-synced.
From problem to solution
Create roles once from the permission categories, invite your team into them, and assign partner team roles to keep ownership clear. Access stays tight and current, and your team manages all of it without waiting on engineering.Use cases
Onboard internal users
Invite teammates into the right role.
Scope access
Limit users to their own partners.
Right-size permissions
Grant only the categories a role needs.
Assign partner ownership
Put the right people on each partner.
Impact
- Low total cost of ownership - Your team configures roles and access with no code.
- CRM-native - Partner team roles can map to your CRM, keeping ownership in sync.
Who it’s for
Partner Operations
Configures roles and partner ownership.
CRM Administrator
Controls access and scoped permissions.
Works with
Partner Team
Partner team roles defined here get assigned to partners.
Single Sign-On
SSO authenticates; roles authorize.
Partner Management
Limit users to the partners they manage.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.