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.
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.