Before you can alter a team member’s permissions, you must send them a request to join your team. After they have received the email invitation as well as created and registered an account, you’ll be able to assign permissions.
Haven’t done that yet? Check out our help guide on Adding a Team Member for assistance.
When you set business permissions for team members, you are deciding what critical functions they can and can’t access within your Partner Central account.
Making sure these permissions are in sync so the right team members have access to the right areas of your business is crucial to keeping your business running smoothly.
1) Select the team member’s contact page to alter their individual permissions.
2) Click Manage Permissions near the bottom of the page.
3) Toggle the permissions you’d like this team member to access.
Each area of permission will have three options to choose between.
- VIEW- Team members can only view information within this category.
- VIEW & EDIT- Team members can view and edit information within this category.
- VIEW, EDIT & DELETE- Team members can view, edit, and delete information within this category.
Let’s say a fictional team member named Brooke needs access to financial information only. By granting her the ability to view, edit, and delete any information within financial activity, payment information, and taxpayer information settings, Brooke will only be able to impact these areas of business.
Permissions can be changed at any time. There is no save function on this page, so any modifications you need to make will be active once they’ve been clicked.
Exit the Manage Settings page whenever you’re done updating those settings.
Additional Questions
Is it possible to grant certain team members the ability to manage other team permissions?
The short answer is yes.
Granting a team member the ability to alter member permissions is possible and easy to accomplish within Partner Central.
In some businesses, the primary account manager may want to be the sole authority to manage team members and grant permissions. In other businesses, the primary account manager may want or need others to manage their team members along with their permissions.
Either way, the choice is yours.
To grant management permissions to another team member, follow the steps above to access an individual’s contact page and permissions.
After doing this step, look underneath the Settings section of the permissions page. Toggle View, Edit, Delete for the Associates and User Accounts and this team member will now be allowed to alter the permissions of other team members.