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Your Team

Before you start adding clients or selling products, you need to get your internal team set up. This guide walks you through understanding the different roles in the platform, inviting team members, setting their permissions, and more.

Getting Started Checklist​

  1. Understand the roles: learn what each role can access
  2. Invite your team members: add admins, salespeople, and digital agents
  3. Set permissions: control what each person can see and do
  4. Manage your team: edit profiles, reset passwords, and remove members

Step 1: Understand the roles​

The platform has three main roles for your internal team. Each role has a different level of access and is designed for a different type of work.

RoleAccessBest for
AdminFull Partner Center accessOperations, managers, agency owners
SalespersonCRM, opportunities, orders, inboxClient-facing sales team members
Digital AgentTask Manager onlyFulfillment staff who complete project tasks
tip

Most internal team members should be given at least some level of admin access. You can restrict admins from specific areas using permissions, so there is no need to default everyone to a salesperson role just to limit access.

All three roles are managed from the same place: Partner Center → Administration → My Team.

note

Your subscription determines how many seats are available. Check the banner at the top of the My Team page to see how many seats you have remaining. Adding members beyond your included seats may result in additional charges.

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Step 2: Invite your team members​

Invite an admin​

Admins log in at partners.vendasta.com and can manage accounts, billing, the marketplace, and more depending on their permissions.

  1. Go to Partner Center → Administration → My Team.
  2. Click Invite team member in the upper right corner.
  3. Enter the admin's first name, last name, and email address.
  4. Select the permissions you want to grant. (You can adjust these later.)
Invite team member form showing role options: Admin, Salesperson, and Digital Agent
  1. Select which markets the admin should have access to.
  2. Click Send.

The new admin will receive a welcome email with a link to set their password and sign in.

note

If you do not see the Invite team member button, you do not have permission to create new admins. Contact another admin at your organization who has that permission.

Invite a salesperson​

Salespeople have access to the CRM, opportunities, conversations, and orders. They do not have access to billing, the marketplace, or platform settings.

  1. Go to Partner Center → Administration → My Team.
  2. Click Invite team member.
  3. Enter the salesperson's first name, last name, and email address.
  4. Under Role, select Salesperson.
  5. Select the market the salesperson should access.
  6. Ensure Send welcome email to the user is checked.
  7. Click Send.

Invite a digital agent​

Digital Agents only access Task Manager to work on fulfillment tasks and projects. They do not have access to Partner Center or Business App.

  1. Go to Partner Center → Administration → My Team.
  2. Click Invite team member.
  3. Enter the digital agent's first name, last name, and email address.
  4. Under Role, select Digital Agent.
  5. Click Send.

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Step 3: Set permissions​

For admins and salespeople, you can control exactly what they can see and do in the platform. Permissions are set per person, so you can tailor access for each team member.

  1. Go to Partner Center → Administration → My Team.
  2. Click the menu icon (⋮) next to the team member's name.
  3. Click Edit member.
  4. If the team member is an admin, click Show more permissions to see the full list.
  5. Toggle individual permissions on or off.
  6. Click Save.

Key admin permissions​

PermissionWhat it controls
Can create and manage adminsAccess to the My Team page to invite and manage team members
Can access MarketplaceAbility to discover products, manage the store, and see wholesale pricing
Can manage accounts and usersAccess to the Accounts and Users sections under Businesses
Can manage retail billingAccess to invoices, subscriptions, payments, payouts, and tax rates
Access to company billing reportsAccess to My Billing, financial documents, and reporting
Able to customize the platformAccess to branding, Business App customization, and platform settings
Can manage ordersAbility to approve, decline, and activate orders

Key salesperson permissions​

PermissionWhat it controls
Can access ProposalsView and manage proposals
Can access InboxView and respond to inbox conversations
Can manage OpportunitiesSet to all opportunities or only their own
Can manage OrdersSet to all orders or only their own
Can access PricingView retail pricing and product details

Learn more about permissions

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Step 4: Manage your team​

Edit a team member​

  1. Go to Partner Center → Administration → My Team.
  2. Click the menu icon (⋮) next to the team member's name.
  3. Click Edit member.
  4. Update their name, email address, role, or permissions.
  5. Click Save.

Reset a team member's password​

You cannot set a password directly for another user, but you can resend their welcome email which includes a link to set or reset their password.

  1. Go to Partner Center → Administration → My Team.
  2. Click the menu icon (⋮) next to the team member's name.
  3. Click Resend welcome email.

The team member will receive an email with a link to reset their password.

Delete a team member​

warning

Deleting a team member is permanent and cannot be undone. If a team member no longer needs admin access but should remain in the system, remove their admin role instead of deleting them entirely.

  1. Go to Partner Center → Administration → My Team.
  2. Click the menu icon (⋮) next to the team member's name.
  3. Click Delete member.

Learn more about managing your team

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