A partner who only refers you a name needs nothing but a link. A partner who actually works your leads needs to see them — and that is a different thing to hand out, so it is granted deliberately, one pipeline at a time, and taken back in a click.
Access and allotment are two separate acts
Granting access opens a door: it says which pipeline a partner may work and what they may do there. Allotting a lead hands them a specific piece of work. Neither does anything on its own.
- A lead allotted to a partner who has no access stays invisible to them.
- A partner with access sees only the leads you have actually allotted — never the rest of your pipeline.
That is why the allotment screen tells you when a lead has been handed over but cannot yet be seen. Without it, your partner reports an empty board and neither of you knows why.
What you can let a partner do
- See the leads you allot them.
- Move a lead between open stages, as they make progress.
- Leave notes on a lead, which you see on your own CRM.
Each is separate. Seeing does not imply moving, and moving does not imply leaving notes — a permission you did not switch on was not granted.
What a partner does not see
Your customer's name appears to a partner as initials unless you choose otherwise, and their phone number, email address, PAN and GSTIN are never shown at all, whatever that setting says. Your own internal notes on a lead stay internal; a partner sees their own notes, and anything you deliberately shared.
Taking access back
Revoking is immediate. It is checked every time the partner loads their board, not by a nightly job, so their leads disappear on their next action rather than at some point overnight.
The leads themselves stay allotted. If you grant access again — or the revoke was a mistake — the same work comes back rather than having to be handed over a second time. Suspending a partner has the same effect without touching any grant.
Limits
You can cap how many open leads a partner may hold at once. When they are at their limit, allotting another is refused and tells you the number — useful when a partner is taking on more than they can work.
When the partner is a firm, not a person
A partner business with several staff should not be sharing one login. Add each person as a colleague on that partner, and they each sign in as themselves — the firm keeps one set of earnings and one statement between them.
- They join by creating an account with the address you added; there is no separate invitation to accept.
- Revoking one person's access leaves everyone else untouched, and takes effect on their next action.
- Suspending the partner suspends everyone at that firm in the same moment.
Tasks on a lead
A task you set on a lead can be shared with the partner working it. They see one list across every lead they hold — what is due, on which customer — and tick items off as they go.
- Your own internal tasks on the same lead stay internal; only the ones you share appear for them.
- They can tick a task off, and nothing else — creating tasks, changing a due date and reassigning stay with you.
- A partner who can see a lead but not write to it sees their tasks and cannot tick them.
Which sections a partner can open
Separately from what they may do with a lead, you choose which parts of the product exist for them at all. Anything you have not ticked does not appear — a partner is never shown a section they cannot open, and never learns it is there.
The list is deliberately short. A partner is an outsider inside your workspace, so only the partner-facing sections are offered; your books, GST filing and payroll are not on the list at all and cannot be granted by mistake.
Ending a partnership
Ending it withdraws every login and every board grant, and releases any prospects they had claimed so someone else can work them. It asks you why, because the partner is owed an explanation and so is anyone reading the record months later.
Everything they have already earned stays payable. Ending a partnership changes what happens next, never what happened — their past statements are not rewritten.
- They stop earning on anything paid after the end date.
- A payment that arrives on the final day still counts — they were your partner that morning.
- If your agreement says they keep earning on existing customers, switch that on when you end it. It is off unless you choose it.
Who can be given a board
Reseller and growth partners. A referring partner sends you a name rather than working a pipeline, and an accountant advises rather than sells — so neither is offered here. See partners & commissions for what each kind of partner does, and the partner portal for what a partner sees of their earnings.