Partner Users

You can give partners access by assigning them the appropriate role. Available roles may include the Partner Administrator or the Partner Account Executive.

Partners can have access to one user account associated with their email address. If partners need access to multiple user accounts, a unique email must be assigned to the user.

Partner Account Executives may also have access to customer account records.

Please review Partner Realms to learn more about creating customer cohorts that can be assigned to an individual partner.