Each person sees their own view.
Agency admins, managers and sales partners each see what they should, and nothing they should not. Admins set the controls for each person.
Harbor IT Group · 4 people
HHarbor IT Group
HomeLeadsContactsAccountsOpportunitiesQuotesOrdersCommissionsKnowledge Hub
Team
Members
- PNActivePriya NairAgency admin
- MWActiveMarcus WebbAgency manager
- DOActiveDana OkaforSales partner
- LBActiveLeo BrandtSales partner
Access for Marcus Webb
Edit team records
Invite sales partners
See commission moneyManagers see it only if an admin turns it on
Set by your agency admin.
Invite teammates and choose each person’s role.Invite teammate
Sample data
How it works
Oqitor operations
The first admin is invited.
They get an email invitation, set a password and accept the partner agreements before they land in the portal.
First sign-in
InvitationBy emailPasswordSet by the invited personPartner agreementsAccepted in the portalYou
Invite your team.
Admins invite teammates and choose each person’s role.
Members
Priya NairAgency adminMarcus WebbAgency managerDana OkaforSales partnerLeo BrandtSales partnerYou
Tune access.
Set each manager’s controls for team edits, invitations and commission visibility.
Marcus Webb, Agency manager
Edit team recordsOnInvite sales partnersOnSee commission moneyOffYou
Change as you grow.
Admins can change roles, resend invitations, and suspend or archive users in their own agency.
Your agency only
Your accounts and dealsVisibleOther partners’ accountsNot visibleOther partners’ economicsNot visible
Three partner roles. One agency.
| Role | What they work with | Commission money |
|---|---|---|
| Agency admin | The whole agency: team, accounts, pipeline, quotes and orders | Yes |
| Agency manager | The agency’s records. Can be allowed to edit team records and invite sales partners | Only if an admin turns it on |
| Sales partner | Their own leads, accounts and deals | No |
On the record
What the portal keeps for every person.
- Name and role
- Agency admin, agency manager or sales partner
- Status
- Invited, active, suspended or archived
- Manager controls
- Team edits, invitations and commission visibility, each on or off for each manager
What this does not do
- Every partner role is scoped to your own agency. Other partners’ accounts, deals and economics stay out of view.
- Oqitor’s own channel managers see only the agencies they look after.
- Two-factor sign-in with an authenticator app is required for Oqitor staff and available to partner accounts.
Bring your team. Set each person’s access.