The Manage Users page displays a list of users in your organization that have registered to work in your partner portal, and their role. It's available to Administrator users.
Some suppliers delegate aspects of user management to designated partner users. The administrator for your partner account can add and delete users, and keep their details up to date.
Potential new users can also self-register, if your supplier has provided a registration form in the partner portal (usually in a logged out view). Reach out to your supplier point of content to find out if users are permitted to complete their own registration. For more information, see Signing up for a Portal Account.
If self-registration is permitted, your supplier may also allow you to have new registrations auto-approved, without having to wait for sign off/approval from the partner admin. For more information, see Auto-Approving New Registered Users.
There is no limit to the number of users you can have in your account. There must be at least one with the Administrator role. The administrator can add or delete as required.
Partner users are allowed access to certain areas of the portal depending on their assigned role. Suppliers can control access to content, pages or features based on role. Three default roles are provided, although your supplier may provide others - they'll be able to help with descriptions and access privileges for their custom roles:
- Administrator - Users with the Administrator role have access to all account settings. If your supplier has permitted user management from the portal, the administrator can manage portal users and assign roles.
- Marketing - Users with the Marketing role have access to portal features and content, based on the supplier's permission. They do not have access to account settings but they can manage contacts, and access lead and deal information.
- Sales - Users with the Sales role have access to portal features and content, based on the supplier's permission. They do not have access to account settings but they can manage contacts, and work their registered leads and deals.
We recommend that you have at least one Admin that is given both the Marketing and Administrator role so that they have access to all available features.