How to manage partner team members?

Save all relevant contact information for all partners in Kiflo PRM. Contacts are called team members in Kiflo. They may or may not have access to the partner portal. Team members are typically sales representatives, managers, or any person you are in contact with in the partners company.

Add a team member

Go to Partners page
Choose a Partner you will add a team member for
Go to Team tab
Click Add a team member button

In the form you will have the option to add details relevant to the partner. It is important that you input the correct First name, Last name and Email address as a user cannot change these later.

Please fill the following details for your partner:

First name
Last name
Email - used for Partner Portal sign-in
Phone number
Job title
Kiflo PRM Account (Discussed Below)

Delete a team member

Go to Partners page
Choose a Partner you will delete a team member for
Go to Team tab
Select the member you want to delete
Remove button will appear
Click and accept the removal on pop-up

Deletion of a Team member

Once you delete a team member, they cannot connect on the partner portal nor access the lead form anymore.

Change main contact

Go to Partners page
Choose a Partner you will change main contact for
Go to Team tab
Select the member you want to assign as main contact
Click Change main contact

Access to Partner Portal

Among all team members on a partner, you can choose who has access to the partner portal or not. All team members who have access to the partner portal will see the same level of information regardless if they are a manager or a sales representative.

You can also add team members who do not have access to the partner portal just to save the contact information.

How to enable or disable access to the Partner Portal:

Go to Partners page
Choose a Partner
Go to Team tab
Click on Member name
Enable or disable Kiflo PRM Account

When updated you can view this article on How to invite partners?

Can I give access in the future?

In the future you can always disable or enable access.

Changing partner contact information

Find this information here: How to change partner contact information?