A Partner Manager is an Internal User that's assigned to an Active Partner Organization as Manager. Partner Managers have access to the Partner’s profile data, Contacts, Agreements, Email Domains, and History. There's also a special set of Partner Manager Group permissions and email notifications for Leads, Deals, MDF, and Business Plans that allow Users to only view, manage and receive notifications related to the Partners they are assigned to as Manager.
Can a User be assigned to more than one Partner Organization as Manager?
Yes, Admins can assign and remove Managers from Active Partner Organizations in bulk by going to Partners > selecting the checkboxes next to the Partners that you want to assign a Manager to > Actions button > Add Manager/Remove Manager.
Add/Remove Partner Managers - Bulk
You can also view and update the Managers assigned to an Organization by opening the Partner's Details page > Managers.
Partner Details Page - Managers
What is a Primary Partner Manager?
Partner Organizations can have more than one Manager assigned to them, but only one of the Managers can be marked as the Primary Partner Manager. Marking one Manager as the Primary Partner Manager gives you the ability to notify them about events that other Partner Managers aren't notified about for Deals, Leads, MDF, Business Planning, and Training & Certification.
Primary Partner Manager Assignment
How can I view the Managers assigned to Partner Organizations?
To view all of the Users assigned to Partners as Managers, go to Partners > Managers. From this page, you can do the following:
Select the checkboxes next to the Users that you want to make the Primary Partner Managers of Organizations and remove/add Managers to and from Organizations by clicking the Actions button:
- Make Primary - gives you the ability to mark the selected User as the Primary Partner Manager of the Organization(s) they are assigned to in the Partner Name column on the right.
- Remove Manager Assignment - gives you the ability to remove the selected User(s) from the Organization(s) they are assigned to in the Partner Name column on the right.
- Add Selected Manager to Partners - gives you the ability to add the selected User(s) to another Partner Organization as Manager.
- Remove Selected Managers from Partner - gives you the ability to remove the selected User(s) from any Partner Organization they are assigned to as Manager.
Can Managers be assigned to Prospective Partner Organizations?
No. Partner Managers can only be assigned to Active Partner Organizations. If you try to assign an Internal User to a Prospective Partner, you will receive the below error message.
How do I control who appears in the Partner Managers Widget?
The Partner Managers Widget displays a contact list of all the Partner Managers assigned to Partner Organizations. Learn how to manage/configure the Widget here.