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In Kiflo, every person at a partner’s organisation is stored as a team member on that partner’s record. Team members might be sales representatives, account managers, or any other contact you interact with at the company. Some team members log in to the partner portal to submit leads and register deals; others are stored purely as contact records with no portal access.

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Add a team member

1

Open the partner's profile

Go to Partners and click on the partner you want to update.
2

Open the Team tab

Click the Team tab to see all existing team members for this partner.
3

Add a team member

Click the Add a team member button and fill in the form:
  • First name and Last name — enter these accurately; team members cannot change their own name later
  • Email — the address used to sign in to the partner portal
  • Phone number — optional
  • Job title — optional but useful for context
  • Kiflo PRM Account — toggle this on to grant the team member access to the partner portal (see Access to the partner portal below)
First name, last name, and email cannot be changed by the team member after the account is created. Double-check these fields before saving.

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Remove a team member

1

Open the Team tab

Navigate to Partners, select the partner, and click the Team tab.
2

Select the member

Click the team member you want to remove. A Remove button will appear.
3

Confirm removal

Click Remove and confirm the action in the pop-up.
Removing a team member immediately revokes their access to the partner portal and the lead submission form. This action cannot be undone — you would need to re-add the member from scratch.

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Access to the partner portal

You can grant or revoke portal access for any individual team member at any time.
1

Open the team member's record

Go to Partners, select the partner, click the Team tab, and then click the team member’s name.
2

Toggle Kiflo PRM Account

Enable or disable the Kiflo PRM Account toggle.
  • Enabled — the team member can log in to the partner portal and see the same information as all other team members with access (there is no individual permission level between team members)
  • Disabled — the contact is stored in Kiflo but cannot access the portal
All team members with portal access see the same level of information — there is no distinction between a manager and a sales representative inside the portal. If you need a contact on file without giving them access, leave the Kiflo PRM Account toggle off.

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Change the main contact

The main contact is the primary person Kiflo associates with the partner. They receive key communications and, if self-service team management is enabled, are the only team member who can add or remove others.
1

Open the Team tab

Navigate to Partners, select the partner, and click the Team tab.
2

Select the new main contact

Click the team member you want to designate as the main contact.
3

Assign as main contact

Click Change main contact. The selected team member becomes the new primary contact for this partner.

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Let partners manage their own team

Adding team members one by one can be time-consuming for large partner organisations. You can delegate this task to the partner’s own main contact through a program-level setting.
1

Open the program's Settings tab

Go to Programs, select the relevant program, and click the Settings tab.
2

Enable self-service team management

Find the option Allow partner main contact to add partner team members and enable it.
3

Save

Click Save. The main contact for all partners in this program can now add and remove team members directly from the partner portal.

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What the main contact can do in self-service mode

You will receive email notifications whenever a partner’s main contact adds or removes a team member. You can manage these notifications from Profile → Notifications in the top-right menu.