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 and Deal Registration Management access allows the User to see all Deals registered by all Partners.
- 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.