Only Partner Managers are able to invite, remove and change a team member’s role in Customer Portal. 

To invite a team member: 

1. Click on the project you’d like to invite the team member to
2. Navigate to the Team Members page on the left sidebar
3. Click “Invite” in the top right corner
4. Enter in the user’s email address and assign a role to them
1. Please note, free email addresses are not allowed.
5. Click “Send Invitations” 
6. Your team members will receive an email to notify them of their new project role.

To remove a team member: 

1. On the Team Members page, select the ellipses icon on the right column of the user you’d like to remove.
2. Select “Remove”

Important Notes: 

• Removing a Partner Manager: Each project always needs to have at least one user in the Partner Manager role. You will not be able to remove a user in the Partner Manager role if there is only one Partner Manager. Please assign another team member as a Partner Manager before removing the current one. 
  

To edit a team member’s role:

1. On the Team Members page, select the ellipses icon on the right column of the user you’d like to edit.
2. Select “Edit”
3. Select the correct role
   1. Note: A partner can have more than one role, except if you are given the Partner Manager role. 
4. Click “Save”

Partner Roles: 

Partner Marketing User: 

• Access to Help Center knowledge base and downloads

• Responsible for managing the Marketing side of the Partner, such as Marketing Development Funds Requests, Marketing Development Funds Claims, Marketing Budgets and Campaigns.

• Can access and update Marketing Development Funds Requests, Marketing Development Funds Claims, Marketing Budgets, Invoices and Campaigns.

• Can view Leads Notifications, Projects SF, Deals and Business Plans. Can not edit.

Partner Sales User

• Access to Help Center knowledge base and downloads
• Responsible for managing the Sales side of partners, such as on-going and closed deals, leads, business plans and partner Levels.
• Can access and view Marketing Development Funds Requests, Marketing Development Funds Claims, Marketing Budgets, Invoices and Campaigns. Can not edit.
• Can add Leads Notifications, Projects SF, Deals and Business Plans

Partner Technical User

• Access to Help Center knowledge base and downloads

• Can access and view Leads Notifications, Deals and Business Plans but not add.

• You can have a Partner Technical User Role as well as a Partner Marketing User and a Partner Sales User Role

Partner Manager:

• Access to Help Center knowledge base and downloads
• Ability to manage team members
• Can access and create Marketing Development Funds Requests, Marketing Development Funds Claims, Marketing Budgets, Invoices and Campaigns.
• Can access and add Leads Notifications, Projects SF, Deals and Business Plans.