Each permission can be assigned either View access or View & Edit access, allowing you to stay in control of your team’s access to sensitive or critical tools.
🔧 Permissions Overview
Permission | Description |
Leads | View or manage leads shared between your company and partners. “View & Edit” access allows creating, updating, and assigning leads. |
Deals | View or manage deals tied to shared leads or partner activity. “View & Edit” access includes the ability to update deal stages and values. |
Promotional Updates | View or contribute to promotional updates shared with partners. “View & Edit” access allows submitting or editing updates. The nature of promotional updates are that they are sensitive to internal controls and therefore different from Company Profile, Assets, or Events access. |
Events | View or manage events your company is hosting or participating in. “View & Edit” access enables publishing, editing, or RSVP management (the latter is functionality coming in the near future). |
Shared Assets | Access co-marketing files, logos, and content libraries. “View & Edit” access allows uploading, editing, or removing assets. |
Manage Users | Grants visibility into the list of users in your company workspace. “View & Edit” allows inviting or removing users and setting permissions. |
Manage Company Profile | View or edit your public-facing company profile (e.g., logo, services, description). “View & Edit” allows updating all profile details and publishing of new marketing, product, and Program updates. |
🛠 Admin-Only Settings (Visible, Not Editable During Invite)
These settings are shown during the invite process for transparency but can only be accessed by current admins. These permissions cannot be assigned within the app to anyone except the Admin:
Admin Permission | Description |
Manage Billing | Access subscription and billing information. Required for viewing invoices, updating payment methods, or changing plans. |
Manage Integrations | Access CRM or third-party integrations. Used for syncing data between Partner Partner and external tools. |
✅ Tips for Setting Permissions
Assign the least amount of access necessary for the user’s role.
Use View access for collaborators who just need visibility into data.
Use View & Edit for team members actively managing workflows.
You can edit permissions later from the Manage Users screen.