Configuring teammate permissions

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Who is this article for?

This article will be useful to you, if are a company on PartnerStack, looking to control which teammates can access or edit information in your partner program.

Once you have invited your teammates, you can configure their permissions to customize each person's access to various components of your partner program.  

If you haven't added teammates yet, get started here.

To change a teammates' permissions

  • On the left-hand side of your dashboard, go to the Advanced Settings > Settings section, and click on the Teammates tab. 

  • On this page, you will see your list of teammates that you've invited to manage your program. On this page, you can 'Resend' invites and also 'Remove a teammate' from your program if they are no longer associated with your company. 
  • To configure a teammate's permissions, click on 'Configure' next to their name. 

Teammate roles

From there, you can select which role you want that teammate to have:

  • Administrator: Administrators have full access to everything on the dashboard
  • Teammate: Can access all Financial, Customer Data, and Partner management features
  • Technical Teammate: Can access all teammate features and integration settings
  • Program Manager: Can access customer data and manage partners, but cannot access financial data
  • Read-Only: Can see data but are unable to modify it
  • Custom: Set custom permissions for this teammate

The settings for each role are pre-set. Switch between each role to see what access it has. You can select the Custom role option to have the ability to turn on and off permissions. 

Restricted group access & group representative 

Restricted Group Access allows you to specify the group(s) you want your teammate to have access to.

 

groupaccess.png

 

Group Representative would set that teammate to be the representative for one or more groups within your program. You can then select if you want that user to receive all commissions for their represented groups by selecting Managed Payouts. This would mean the payouts to partners would have to be distributed outside of PartnerStack.

grouprep.png

 

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