At times, you may need to adjust the permissions for staff added to your partner portal to give them greater visibility of clients and access to more administrative tasks. Staff permissions can be easily adjusted.
A quick reference on staff permissions is below:
To adjust a staff member’s permissions:
IMPORTANT: Only staff with "Owner" permissions can adjust staff member permissions.
- In the partner portal, navigate to Admin settings>Staff.
In the staff screen, click on the profile of the relevant staff member.
In the staff member’s profile window, select the role that suits the level of permissions required in the ‘Roles’ section (roles outlined below).
Owner: all available permissions
Account Administrator: can manage communications, preferences, campaigns and billing, but cannot add team members or change security features
Partner: can add clients and edit information, but no access to admin settings
Manager: can add clients and assist with the client file
Basic: can only view client accounts: no ability to edit details or send documents for signing
You might also be interested in adding a new staff member.
Access to firm's entire client list:
This function should be used very carefully.
If YES to firm's entire client list chosen:
-Gives a staff member access to View all clients for the firm (viewing rights only on clients not assigned to staff member)
-Allows staff to assign/unassign staff to all clients
-Filtering in client list by client and staff member
How do I add and invite staff to my Partner portal?