Creating a Custom Partner User Role

To add a custom partner user role, follow these steps:

1. Navigate to Partner Management > User Explorer.
2. Click Manage Roles. The list of available roles opens.
3. Click Create Role. 

4. Provide this information, as required:

   Label	Description
   Name	Name of the partner user role.
   Description	[Optional] More information about the role, for example to describe its purpose. The information will be displayed in Manage Users on the partner portal.
   Partner Assignable	[Optional] Who is permitted to assign this role to partner users: If this option is disabled, the role can only be given to users by the supplier’s Admin user. If this option is enabled, the partner’s Admin user can set the role for users as well.
   Default Role	[Optional] Select this option to have this role automatically applied when creating new users.
   Lead Visibility	The leads to which users with this role have access - choose from the dropdown menu: All Leads - Users with this role see all leads, regardless of who is assigned to the lead Assigned Leads (default) - Users with this role can only see leads that are assigned to them, or leads that are unassigned The setting applies to leads distributed to the user by the supplier, or leads registered in the portal by the partner admin and assigned to a user.

5. Click Save to create the new role. To terminate the action, click the X on the right of the row. It appears when you hover over the row.