Partner User Role Types and Functions

Most Unifyr One partner portal permissions are controlled by your Site Configuration. Partner User Roles are particularly helpful when creating Partner Group rules so that you can drill down access to certain portal views, pages, and content by users.

Additionally, some partner portal capabilities are controlled by the partner’s user role. More than one role can be assigned to each user. If a user is assigned more than one role, the role with the most permissions will take precedence.

The table below details the different partner user roles and what rights/restrictions they have.

Type	Access Level
Administrator	The Administrator role has the highest level of access to the partner portal. By default, they have access to all areas of the partner portal that are available to their partner account based on your Site Configuration. Notes: The first user added to a partner account is automatically assigned this role. This is the only role that has access to Settings, including the ability to integrate with CRMs and video conferencing software. This role may be granted permission to assign roles to new users in their partner account. Unifyr One team members, suppliers with Administrative access, and Admin partner users can change partner users’ Administrative access within a partner account.
Marketing	By default, partners with the Marketing role have access to all areas of the partner portal that are available to their partner account based on your Site Configuration. Notes: This role does not have access to Settings. This role has the ability to Add Contacts. This role can see all Leads within the partner account, including leads that are assigned to other users.
Sales	By default, partners with the Sales role have access to all areas of the partner portal that are available to their partner account based on your Site Configuration. Notes: This role does not have access to settings for the partner account. They can manage settings for their own account from My Settings - their personal profile, their personal social media connections, their personal event integrations and their notification settings. This role has the ability to Add Contacts. This role has no restrictions for working with Deals, Campaigns or Contact Lists.  A user with the Sales role can't use a Company social account - they must  connect their Personal account. This role can only see Leads related to Marketing Activities and Leads that have been distributed to their partner user account. Partner users with this role cannot see Registered Leads. This can be changed with the Leads Visibility by Role setting - see the Overview section of this article. The Sales role is not to be confused with the Sales Representative (Sales Rep) role. Sales Reps are partner users that are restricted to seeing only their assigned lead profiles and event timelines. Users with this role do not log in to the Partner Portal, but rather, manage leads assigned to them via emails from the platform. The list of Sales Reps for a partner organization is managed by the Partner Administrator in the partner portal, via Settings.
Custom	Custom Partner User Roles are roles you can create yourself and assign to partners. By default, partners that are assigned a Custom Partner User Role have access to all areas of the partner portal that are available to their partner account based on your Site Configuration. Notes: This role type does not have any default application permissions set, therefore, we recommend that you assign users with a Custom role to also have a Standard user role (Admin/Marketing/Sales) so that the correct permissions are applied.   This role does not have access to Settings. This role has the ability to Add Contacts. This role can see all Leads within the partner account, including leads that are assigned to other users. Custom Partner User Roles offer you more flexibility when creating Partner Groups and filtering Custom Views in the partner portal. For example, you can create a Custom Partner User Role called ‘Basic’ and assign certain partner users to that role. Then, you can create a Partner Group that includes all of the partners that have a ‘Basic’ Custom Partner User Role. Once that Partner Group is created, you can create a Custom View filtered to that Partner Group to restrict access to certain content.