Skip to content
PartnerPortal.io Docs

How to Manage Your Team as a Partner

This guide is for partner-side users, not portal owners. If you are a partner owner or partner admin using the portal for your own company, this is where you manage the rest of your internal team.

Add a Team Member

Section titled “Add a Team Member”

Use this flow when you want to invite one person at a time to your partner account.

  1. Open Account → Team.

  2. Click Add Team Member.

  3. Enter the user’s first name, last name, email address, and phone number.

  4. Send the invitation. The user receives an email to create their password and finish setup.

The Team page with the Add Team Member button.
The Team page with the Add Team Member button.
The Add Team Member form for entering a teammate email and phone number.
The Add Team Member form for entering a teammate email and phone number.

Each team member gets their own login. If the invitation link expires before they finish setup, they can request a password reset and complete the account later.

Bulk Import Partner Users

Section titled “Bulk Import Partner Users”

Use the CSV import flow when you need to invite several partner-side team members at once.

  1. Open Account → Team.

  2. Click Add Team Member and choose Import CSV.

  3. Download the CSV template.

  4. Fill in your team members using the template’s columns exactly as provided.

  5. Upload the file and fix any validation errors the importer shows you.

The Add Team Member menu with the Import CSV option.
The Add Team Member menu with the Import CSV option.
The CSV upload screen for bulk importing partner-side team members.
The CSV upload screen for bulk importing partner-side team members.

After a successful import, each imported user receives an email with instructions to set up their account.

Update Team Member Roles

Section titled “Update Team Member Roles”

Once a team member has been added, you can update what they can see and manage.

To change a role, open Account → Team, edit the user, choose the new role, and save.

The role-permissions modal for a partner-side team member.

Suspend a Partner User

Section titled “Suspend a Partner User”

Suspend a partner user when someone leaves your company or should no longer have access to the portal.

  1. Open Account → Team.

  2. Edit the team member.

  3. Change their status from Active to Suspended.

  4. Save the change.

The status dropdown used to suspend a partner-side team member.

Suspended users lose portal access immediately. If you need to restore access later, follow the same steps and change the status back to Active.

What Visibility Do Team Members Have

Section titled “What Visibility Do Team Members Have”

PartnerPortal uses three main partner-side roles:

  • Partner Owner: can configure the organization and can view and work on every lead submitted for that partner account. Partner owners can also promote or demote other team members.
  • Partner Admin: can view and work on every lead submitted for that partner account and can manage partner users, but cannot change all organization settings.
  • Partner User: can view and work on the leads they submitted themselves, plus any leads submitted on their behalf by a partner owner, partner admin, or teammate. They do not automatically see every lead submitted across the company.

All partner-side roles can access the Opportunities tab for opportunities shared by the portal owner.

Phone Number Guidelines

Section titled “Phone Number Guidelines”

When you invite partner-side team members, PartnerPortal accepts phone numbers in a wide range of formats, so there’s no rigid pattern to match:

  • You can enter numbers with + and digits.
  • Spaces, dashes, and parentheses are fine while you type.
  • Formatting is cleaned up automatically before the number is saved.
  • The saved number needs at least 7 digits to be valid.

We recommend including the country code, especially for international teams. A format like +14155551234 is the clearest option.