Partner access
Invite external partners, release projects and areas to them and understand what they may see and what never.
You set up new access for clients and agencies as a guest, see Invite employees. This page describes the previous partner access for organisations that still use it.
A partner is an external person who sees selected projects and reports of your organisation under their own name, for example a client or an agency. They are not an employee: they have no project membership and cannot reach the normal pages of Leadmode. This access is reserved for admins.
Types
| Type | Projects | Areas | Intended for |
|---|---|---|---|
| Partner management | several | overview, reports, metrics | agency or management that looks after several projects |
| End client | exactly one | overview, reports | client of a project |
You can change the type later. Changing from "Partner management" to "End client" is only possible if no more than one project and no metrics are released.
Invite
Open Settings → Organisation → Employees. The section Invite employees contains the form.
Enter the email address and choose the role Partner.
Choose the type (partner management or end client) and optionally enter an outward-facing name. This is the name the partner sees instead of your organisation.
Click Invite. The invitation is valid for seven days. In the list of invitations the role appears with the type, for example "Partner (end client)". Someone who is already an employee cannot become a partner.
The partner signs in and then sees only the partner area. After the invitation you release projects, because at first they see nothing.
Manage access
Under Settings → Organisation → Employees, further down, is the section Partners with all partners: name, type, email address and the released projects. Manage access opens a dialogue for each partner.
| Setting | Effect |
|---|---|
| Type | partner management or end client |
| Outward-facing name | replaces the name of your organisation in everything the partner sees |
| Logo | PNG or JPEG up to 256 KiB. Upload logo and Remove. The logo appears only for the partner and in their PDFs |
| Access active | blocks or unblocks the partner immediately |
| Projects | release per project and per area |
| Accesses | log of accesses and changes to releases |
| Remove partner | ends access immediately, deletes releases and logo. A new invitation is possible |
Releases
In the section Projects you switch on "… release" for each project. Then you choose the areas: Reports and, only for partner management, Metrics. The area "Overview" is added automatically. An end client can see only one project; as soon as one is released, the others are locked. Changes take effect immediately, even if the partner is currently signed in.
Access log
The section Accesses shows, newest first, what the partner has read (report list, report, PDF, package, metrics), every change to their releases and every refused access, each with time and project. Load more shows older entries.
What the partner sees
The partner area has its own header with your "Outward-facing name" (otherwise "Partner area") and the logo, plus Sign out. With several projects the partner chooses the project at the top; with several areas they switch between Reports and Metrics.
Reports
The partner sees only report types for the client (weekly report, info mail list, email analysis) and only reports in the status "Released" or "Handed over". For each report they can View, download the PDF and download the package (ZIP with report, subject, text for the email, CSV attachments and PDF). The protection rules for external recipients from Reports also apply here: no statements about employees, no CRM or lead problems, no time information without express release. An end client never receives time information.
Metrics
Only partner management sees metrics. After choosing "From" and "To" and Show, figures appear on dials, reachability, decision makers, appointment rate, further bookings, qualification, show rate, rescheduling, closing 1 and 2, cancellations, postponements and held settings, each with counter and denominator. Appointments appear only as figures. Phone hours, gatekeeper technique, lead stock, follow-ups, open appointments and assignments remain internal. The counting corresponds to the Dashboard.
What is never released
Leads, notes, recordings and transcripts, team and employees, billing, calendar, tasks, chat, compensation, import and settings. There is no release for these. A partner also cannot reach the results export.
Outward-facing name
The "Outward-facing name" replaces the name of your organisation in the partner's interface, in the report display, PDF, file names and ZIP as well as in the invitation (subject, text and acceptance page). This applies only to names. What an employee writes in a report text without naming the organisation remains as it is.
Limits
- The invitation email comes from Leadmode and names the "Outward-facing name".
- A partner sends nothing. They pass on report, PDF and package themselves.