| |
||
The following table gives a high-level view of the functionality available to each internet user role in the Partner Portal. Please remember to assign all three roles to the manager or person you expect to have administrative functionality on the portal.
| CP Manager | CP Employee With Buy/Sell | CP Employee | |
| Reporting center | X | ||
| Administer portal users | X | ||
| Search customers and prospects | X | X | |
| Find customers and prospects using customer account number | X | X | X |
| View customer information | X | X | X |
| Modify prospect information | X | X | X |
| View all leads and opportunities | X | X | X |
| Edit all leads and opportunities | X | ||
| Edit leads and opportunities assigned to self | X | X | X |
| Submit support ticket | X | X | X |
| View partner company information | X | X | X |
| Edit personal profile information | X | X | X |
| Search knowledgebase | X | X | X |
See also
Roles overview
Creating Channel Partner Portal internet users overview
Maintaining Channel Partner Portal internet users overview