Administrator Guide

This Administrator Guide provides a clear and concise overview of the enhanced tools available to Administrator users in Partner Space. Inside, you’ll find step-by-step instructions for adding and managing users, along with a simple reporting guide to help you access and interpret key office reports.

Whether you’re setting up new team members or maintaining ongoing oversight, this guide is designed to support smooth administration and ensure your office has the information and access it needs to operate efficiently.

Adding and manage users

This guide provides clear instructions for adding and managing users in Partner Space. It explains the distinct roles of Administrators and Users, including their permissions and responsibilities. Use this guide to ensure the right individuals have the appropriate access, helping streamline office efficiency and oversight.

Reports

This guide provides step-by-step instructions for navigating and using the reporting features to track sales and commissions. It outlines how to access each report, apply filters, and export data in multiple formats, helping users manage and analyze their information efficiently.