With Partner Roles, you can easily manage who has access to what inside your partner rooms and portal. Whether you’re working with resellers, tech partners, or service providers, this feature helps you tailor the experience based on the role your partner contact plays in your ecosystem, and it can even sync automatically from your CRM to keep everything up to date without manual effort.
What are Partner Roles?
Think of roles as visibility filters. You define what content (like files, links, assets, forms, etc.) a role should see by limiting the tab access to role — and we’ll make sure only the right people see it.
For example:
A Sales Rep might only need to see sales decks and lead submission forms.
A Solutions Engineer might need to get additional access to technical documentation.
A Partner Manager should see performance dashboards and partner agreements.
Why Use Roles?
Roles keep your portal relevant and clutter-free. Instead of overwhelming partners with everything, you show them only what they need to do their job well.
Some benefits:
Better experience for partners
Fewer support questions
Increased content engagement
More control for your team
How to set up Partner roles
Go to Settings > Portal > Partner roles
Add a new role or update the name of Introw's preconfigured roles
Set a default partner role
It is essential to set a default role for partner contacts. Without a role assigned, partner contacts such as new portal visitors won’t have any permissions applied, including the “Collaboration Restricted” setting. By assigning a default role, you ensure that every new contact entering through the portal (e.g., by registering or submitting a form) automatically receives the correct permissions, allowing the collaboration and visibility rules to function as intended.
Enable the "collaboration restriction" permission
Partner roles can have the permission “Collaboration Restricted” enabled which will result in partner contacts with that role to:
Only see the deals they are listed on as a collaborator
Not see any other deals, even within their organisation
Sync partner contact roles from your CRM.
Sync partner roles directly in your Introw from your CRM to ensure that key partner data like specific stakeholder roles are always up to date and accurately reflected across both systems.
Assign roles to partner contacts
You can assign a role to any partner contact by heading to their profile. Once you're there, just click Access, and you'll see the option to assign a roles and see the content that’s most available for them to see within the portal. It’s a quick way to tailor the experience for each user — whether they're in sales, tech, or management.
Restrict partner room access based on roles
Learn more to make tabs visible or hidden for selected partner contacts based on different roles within the partner organisation.