> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Partner Team Members, Contacts, and Portal Access

> Add, remove, and manage the individual contacts within a partner organisation, control portal access, and let partners manage their own team.

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.

## Add a team member

<Steps>
  <Step title="Open the partner's profile">
    Go to **Partners** and click on the partner you want to update.
  </Step>

  <Step title="Open the Team tab">
    Click the **Team** tab to see all existing team members for this partner.
  </Step>

  <Step title="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](#access-to-the-partner-portal) below)
  </Step>
</Steps>

<Warning>
  First name, last name, and email cannot be changed by the team member after the account is created. Double-check these fields before saving.
</Warning>

## Remove a team member

<Steps>
  <Step title="Open the Team tab">
    Navigate to **Partners**, select the partner, and click the **Team** tab.
  </Step>

  <Step title="Select the member">
    Click the team member you want to remove. A **Remove** button will appear.
  </Step>

  <Step title="Confirm removal">
    Click **Remove** and confirm the action in the pop-up.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## Access to the partner portal

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

<Steps>
  <Step title="Open the team member's record">
    Go to **Partners**, select the partner, click the **Team** tab, and then click the team member's name.
  </Step>

  <Step title="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
  </Step>
</Steps>

<Note>
  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.
</Note>

## 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.

<Steps>
  <Step title="Open the Team tab">
    Navigate to **Partners**, select the partner, and click the **Team** tab.
  </Step>

  <Step title="Select the new main contact">
    Click the team member you want to designate as the main contact.
  </Step>

  <Step title="Assign as main contact">
    Click **Change main contact**. The selected team member becomes the new primary contact for this partner.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open the program's Settings tab">
    Go to **Programs**, select the relevant program, and click the **Settings** tab.
  </Step>

  <Step title="Enable self-service team management">
    Find the option **Allow partner main contact to add partner team members** and enable it.
  </Step>

  <Step title="Save">
    Click **Save**. The main contact for all partners in this program can now add and remove team members directly from the partner portal.
  </Step>
</Steps>

### What the main contact can do in self-service mode

| Action                                    | Main contact can do it?                  |
| ----------------------------------------- | ---------------------------------------- |
| Add new team members (with portal access) | ✅ Yes                                    |
| Delete existing team members              | ✅ Yes                                    |
| Re-send invitation links                  | ✅ Yes                                    |
| Edit a team member's details              | ❌ No — only channel managers can edit    |
| Add team members without portal access    | ❌ No — only channel managers can do that |

<Tip>
  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.
</Tip>