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Contributor
rarf
Posts: 4

Is there a Partner Super User?

Since leads and opportunities can only have one owner, I would like to know if it's possible to grant a partner portal user access to see all leads and opportunities owned by another partner user in their account.
Regular Contributor
Anneke
Posts: 11

Re: Is there a Partner Super User?

Hi Rarf,

 

Yes, with the new partner portal there is. When you enable an account as partner and add a user with a "Strategic Partner" license, three (hierarchical) roles get created automatically: Executive, Manager & User - allowing you to use a three level hierarchy for your partner users. An executive will see all leads & oppt's, a manager only for his team and a user for all.

You can also decide to setup sharing  rules for specific partners. If a specific partner wants to share all his opportunities internally for example you can do this by creating a sharing rule for them.

 

I hope this helps!

Ann |MANZA-GEERTS

ann.geerts@4cconsulting.com


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Contributor
rarf
Posts: 4

Re: Is there a Partner Super User?

Thank you!  I appreciate that information, this has been driving me a little nuts and I think we are going to need this functionality in the near future.