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 someone plays in your ecosystem.
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
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.