Team & roles
Running a partner program is rarely a one-person job, and not everyone needs the same access. Lasso lets you invite your team and decide what each person can do, on both sides: your account team who run the program, and your partners’ teams who use the portal.
Your account team
Invite the people on your side into Lasso and assign each a role that sets what they can see and do. Roles are built from granular permissions, so you can keep things appropriately scoped: a finance teammate who works with payouts, a partner manager who works with partners and referrals, an admin with full access. You can use the roles Lasso provides or define your own.
Your partners’ teams
Partners have teams too, and they manage their own in the portal: a partner can invite their colleagues and give each one a partner role. Partner roles are named for the job someone does, such as Sales, Marketing, or Finance & Legal, and they control everything from submitting referrals to handling the company’s payout and tax setup, signing agreements, and managing the partner’s directory listing. Partners get exactly the access that fits how they work with you, and each person only sees the parts of the portal and the notifications that match their role.
How access works
Everyone you invite gets an email to activate their account. From then on, what they can do follows their role, and changing a role updates it for everyone who has it. Because access is permission-based, you can grant exactly what someone needs without handing over the keys to everything.
Every account includes a core set of partner roles. Additional roles, and the ability to customize what each partner role allows, are available on some plans. If you’d like them, contact your account manager.
See the full guide
The complete walkthrough, covering inviting your team, building custom roles, and setting up the partner roles your partners assign in the portal, lives in your Lasso account.