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Documentation Index

Fetch the complete documentation index at: https://docs.partneros.ai/llms.txt

Use this file to discover all available pages before exploring further.

PartnerOS uses a role-based access model to control what each person in your organization can see and do. You manage members from Admin > Users and roles from Admin > Permissions. Both tabs are available to Admins and Owners only.

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Roles

PartnerOS includes four built-in roles. Built-in roles cannot be deleted, but Admins and Owners can create custom roles from the Permissions tab.
RoleDescription
OwnerFull access to all settings, billing, and admin controls. Typically the account creator.
AdminCan manage members, roles, permissions, security settings, and organization details.
MemberStandard access to partner data and day-to-day workflows. Cannot access admin settings.
Viewer (Internal View)Read-only access. Can view partner records and reports but cannot make changes.
The Partner role is reserved for external partner portal users and is not assignable to internal team members.

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Invite a team member

1

Open the Users tab

Navigate to Admin > Users.
2

Open the invite drawer

Click Invite member in the top-right corner of the members table.
3

Enter the email address

Type the invitee’s work email address in the Email address field.
4

Select a role

Choose the appropriate role from the Role dropdown. The invitee will have exactly the permissions of that role once they accept.
5

Send the invite

Click Send invite. The invitee receives an email with a link to accept. Their row appears in the table with a Pending status until they accept.
Invited members appear in the table immediately with a Pending status. The row updates to Active once they accept the invitation.

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Change a member’s role

You can change a single member’s role from their row action menu, or update multiple members at once using bulk actions. Single member:
  1. Find the member in Admin > Users.
  2. Click the row action menu (the three-dot icon on the right).
  3. Select the role you want to assign. The change takes effect immediately.
Multiple members:
  1. Select the checkboxes next to the members you want to update.
  2. In the bulk action bar that appears, choose Change to [role name].
  3. Confirm the change.

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Remove a member

Removing a member immediately revokes their access to PartnerOS. This action cannot be undone from the UI — you would need to re-invite them.
Single member:
  1. Find the member in Admin > Users.
  2. Click the row action menu and select Remove.
Multiple members:
  1. Select the checkboxes next to the members you want to remove.
  2. In the bulk action bar, click Remove.

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Manage roles and permissions

The Admin > Permissions tab shows all roles in your organization — both built-in and any custom roles you have created.
Click View permissions in the role’s row action menu to open the permission matrix. The matrix shows which resources (such as partners, deals, or reports) each role can read, create, update, or delete.
Click + New role on the Permissions tab. Enter a name and optional description, then configure permissions using the permission matrix. Click Save to create the role.
Click Edit in the row action menu for any custom role. Update the name, description, or permissions and save. Built-in roles cannot be edited.
Click Clone in the row action menu to create a new custom role that starts with the same permissions as an existing role. You can then modify the clone independently.
Click Delete in the row action menu for a custom role. Built-in roles cannot be deleted. Deleting a role does not remove members — they will simply have no role assigned until you reassign them.
Use the role tabs above the members table (All, Admin, Member, etc.) to filter the list by role and quickly audit who has access to what.