Partner Users:

Which Deals a Partner User can see varies on their level of access:


  • Register & View All Deals: allows Partners Users to view their Deals and the Deals registered by other Users at their Organization.  
  • Register Deals: allows Partner Users only to view Deals that are assigned to them individually. Partner Users can also re-assign their Deals to any other Users within the same Partner Organization, but they can't view the Deals of the other Users at their Organization.

Distributor Users:

Which Deals a Distributor User sees varies on their level of access:


  • Register & View All Deals: Allows Distributor Users to register Deals and view all the Deals assigned to their Distributor Organization.
  • Register Deals: Read-only access to all Deals assigned to their Distributor Organization

Internal Users:

The Internal User level of access to the Deal Registration module affects which Deals they can see. Please note that permissions are cumulative and combine access.

  • Deal Registration Administration: Full access to all Deals and Deal Registration Settings.
  • Deal Registration Management: Full access to all Deals without the ability to delete.
  • Deal Registration Partner Manager permission can view/manage:
    • Deals registered by Partners that they're assigned to as a Partner Manager 
    • Deals assigned to them directly (Internal Assignee)
  • Deal Registration Partner Region Manager: Allows Users to see all Deals registered by Partners located in the Regions they are assigned to as Manager. 
  •  Deal Registration Account Region Manager: Allows Users to see all Deals whose End User Accounts are located in the Regions they are assigned to as Manager. 


Frequently Asked Questions:


Q: Can Partners see each other's Deals?

A: No, it is not possible for Partners to see each other Deals. 


Q: Can Distributors see Deals assigned to other Distributors?

A: No. Distributors only see the Deals assigned to their Distributor Organization.