Organize teams in the platform
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
Required Access
Partner Center admin access
The Vendasta platform is designed to serve different people on your team differently — admins get full management controls, salespeople get a focused CRM view. This lab helps you understand who goes where and how to add them.
Step 1: Understand the two interfaces (3 min)
Read
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.
The Vendasta platform will help you organize and streamline processes so you can understand every facet from set-up to full scale.
The platform has two primary interfaces based on role:
- Partner Center (
partners.vendasta.com) — for key decision-makers, managers, and fulfillment teams - CRM — for salespeople focused on pipeline, prospects, and client communication
Step 2: Learn what Partner Center Admins can do (5 min)
Read
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.
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.
| Action | Description |
|---|---|
| Create and upload accounts | Add customer accounts |
| Activate products | Order and activate products for clients |
| Set up users | Add users to accounts |
| Manage lists | Organize contacts and segments |
| Set up a public-facing store | Configure your storefront |
| View billing reports | Access financial data |
| Update billing information | Manage payment details |
| Manage brands | Configure brand settings |
| Create marketing campaigns | Launch email and other campaigns |
| Configure Snapshot Widgets | Set up prospecting tools |
| Approve orders | Review and approve sales orders |
| Manage salespeople | Add and configure CRM users |
| Create sales teams | Organize sales structure |
| Manage Task Manager users | Assign fulfillment |
| Customize branding | White-label the platform |
Step 3: Learn what CRM users can do (4 min)
Read
Salespeople are the primary representatives your clients will communicate with. The CRM interface gives salespeople access to functionality for direct client communication — but they cannot alter the way the platform functions.
- Add prospects
- Manage assigned accounts
- Create, refresh, and configure Snapshot Reports
- Launch email campaigns
- Log calls, emails, meetings, and other sales activity
- Create opportunities
- Submit orders
- Add account notes
- Store contact information
- View their sales pipeline
- Access valuable training resources
Step 4: Add your team to the platform (3 min)
Do
Add your admin, salespeople, and digital agents to your platform. See the course materials for the step-by-step video walkthrough.
Some platform actions may be limited based on subscription tiers.
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)
Verify
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
Key Resources
Knowledge Check
Knowledge Check
Test your understanding with 5 random questions from a pool of 5.