Manage reseller company permissions

Reseller Managers can set two company permissions that determine whether the members of a reseller company can manually create leads and whether they can convert leads into companies to which they can sell or make purchases on behalf of.

To manage reseller company permissions

1. Go to Manage > Reseller > Partners > Partners | Reseller Companies > {companyName}. The selected company's detail page opens.
2. Click Manage Company then select Manage Permissions. The Manage Reseller dialog opens. By default, members of this company cannot create leads, and they can convert leads to companies without approval from a Reseller Manager.
3. Edit one or more of the default permissions as follows:
   • Select the Reseller company can create leads option to enable all members of this reseller company to create leads as described in Manually create leads.
   • Disable the Reseller company can create customer companies option to prevent members of this company from converting leads into companies.
   • Click the Only as a request that the Reseller Manager must approve option to require Reseller Manager approval before a lead is converted into a company.
4. Click Save. A message confirms the permissions were saved.