Organize your team in Partner Center

BeginnerGet started · Step 5 of 6

Estimated time · about 10 minutes|Required · Partner Center admin access

Outcomes

✓Describe what Partner Center Admins can do

✓Describe what CRM users can do

✓Add your team members to the platform with the right roles

Everyone on your team works in Partner Center, and what they see depends on their role: admins get full management controls, salespeople get a focused CRM view. This step covers who gets which role and how to add each team member.

Step 1: Understand the two team roles (3 min)

Whether it's your sales team tracking leads, your marketing team sending campaigns, or your strategists tracking projects — the Vendasta platform has you covered. All the centers work together so your team always knows what is going on.

Team of one?

Running solo? The same roles still apply: you are the Admin, and the CRM view is where your selling happens.

Both roles work inside Partner Center; the difference is how much of it they see. Flip each one:

Admin

The full Partner Center workspace, for key decision-makers, managers, and fulfillment teams, at partners.vendasta.com.

Salesperson

The CRM, a focused view inside Partner Center: pipeline, prospects, and client communication.

Step 2: Learn what Partner Center Admins can do (5 min)

Partner Center Admins access the platform via partners.vendasta.com. It's best practice to add all your agency's key decision-makers, managers, and fulfillment team as Admins in Partner Center.

Access Controls

There are controls to grant or restrict access. You can restrict Admins from certain actions: creating additional Admins, accessing billing reports, customizing the platform, customizing the marketplace, and managing salespeople.

Admins can run everything: accounts and product activation, billing, branding, campaigns, order approval, and managing salespeople and Task Manager users. For the complete list of admin capabilities, this guide covers team roles.

Step 3: Learn what CRM users can do (4 min)

Salespeople are the primary representatives your clients will communicate with. The CRM, inside Partner Center, gives salespeople everything for direct client communication, but they cannot alter the way the platform functions.

Add prospects and manage assigned accounts
Create, refresh, and configure Snapshot Reports
Launch email campaigns
Log calls, emails, meetings, and other sales activity
Create opportunities and submit orders

Step 4: Add your team in Partner Center (3 min)

Add your admins, salespeople, and digital agents in Partner Center. When you are ready, this guide walks through adding your team.

Subscription Tiers

Some platform actions may be limited based on subscription tiers.

In Practice

You add your agency owner and operations manager as Partner Center Admins — they have full access. You add three sales reps as CRM users — they can add prospects, run Snapshot Reports, create opportunities, and submit orders, but can't change billing or platform settings. You restrict one Admin from creating additional Admins. Your team is organized and ready to sell.

Step 5: Verify your team setup (2 min)

Confirm your team is correctly configured before moving on:

All key decision-makers, managers, and fulfillment staff are added as Partner Center Admins
Salespeople are added as CRM users
Any necessary Admin restrictions (billing, marketplace, etc.) have been applied
Each team member can log in and access the areas they need

Knowledge Check

Five quick questions on who belongs in Partner Center, who belongs in the CRM, and why.

Step 1: Understand the two team roles (3 min)​

Step 2: Learn what Partner Center Admins can do (5 min)​

Step 3: Learn what CRM users can do (4 min)​

Step 4: Add your team in Partner Center (3 min)​

Step 5: Verify your team setup (2 min)​