How do I use the partner admin functionality?
To ensure that users have the proper permissions for partner admin access, add the necessary users to an organization with their role permissions set to users >= create and organization users >= edit.
To assign the user as partner admin to their organization:
1. Go to Setup > User Management > Organizations.
2. Click on the organization record.
3. Go to "More" > "Partner Admin(s)".
This page will populate all the users of the selected organization.
4. Click to Assign users as "Partner Admins" of the organization.
What do partner admins have access to?
- Documents: The ability to share documents within their organization
- Tracking links: Configuring tracking links as "public" for their organization
- Event calendar: Sharing calendar events with their organization
- Deals: Using deal automation to share deals
- Accounts: Sharing accounts with their organization
- Opportunities:
- If the opportunity type is public, all opportunities created or owned within the organization will be visible to partner admins
- For non-public opportunities, record sharing with channel managers and partner admins
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