Skip to main content

​
Where it lives

Team Management sits under Settings, at Team.
A role opened from Team settings, showing the access type it grants and the permissions it switches on.

​
Before you start

​
How it works

Team settings has three tabs. Users is where you invite and manage your internal team. Roles is where you define what each role can do, built from permission categories grouped into areas like General, Portal, Commissions, Track, Engage, and Settings. Partner team roles is where you define the roles people hold on a specific partner and keep partner ownership clear. A role can grant everything (admin), a custom set of permissions, or be limited so a user only sees the partners they are assigned. Internal users count against your plan’s seat allowance, with CRM-only users handled separately.

​
Settings & configuration

Team management lives at Team.

​
Users

The Users tab lists your team with their name, email, status, role, and invite date. Use Invite team member to add someone by email and assign a role. The status filter separates Active, Pending, Requested, and Deactivated users. From a user’s row you can change their role, resend an invitation, or deactivate them.

​
Roles

The Roles tab is where you create and edit roles. When creating a role you choose an access type: Admin grants all permissions on all partners, Custom lets you configure individual permissions, and Partner manager limits the user to managing only their assigned partners. Permissions are toggled per category, grouped into General, Portal, Commissions, Track, Engage, and Settings, so you grant exactly the areas a role should reach. The role editor also lets you set notifications and assign users.

​
Partner team roles

The Partner team roles tab defines the roles people hold on a partner. Create a role with a name, then assign members to it on a partner. Roles can be mapped to a CRM property so partner ownership stays reflected in your CRM. Members are added from a partner’s Team card or the role’s detail panel, and some roles allow only a single member. A role also carries permissions, which is what lets a partner run its own side of the program: Whether partners may invite colleagues at all is a separate, organisation-level control set on your default segment settings and overridable per segment, so you can allow self-service invites for some tiers and keep others invite-only. Combine it with domain-restricted portal access to bound who can be added.

​
How-to guides

​
Troubleshooting

Internal users count against your plan’s seat allowance. Limiting a user to their assigned partners scopes what they see across the program, so confirm partners are assigned to them. Partner team roles that allow only a single member will prompt you to replace the existing member when you add another.
Check the permission categories enabled on their role.
Confirm their role uses the Partner manager access type and partners are assigned.
It may be a single-member role; replace or use a different role.