The distributor decides what their own team sees.
Not a single login for the whole house. Region managers, team leads, and field reps get different views — priced, permissioned, and scoped by the distributor admin, not by a ticket to your IT team.
The cost of the status quo
Most partner portals are one key for the whole distributor. The principal sees net price. So does every rep on a shared login. Or the opposite: you lock it so tight that the people selling cannot see stock. Neither is how a real distributor runs. They have regions, teams, and people in the field — and they need to dictate the view without calling the factory.
What partners get
- Distributor tenant admins invite users and assign them as region manager, team lead, or field rep.
- Regions and teams map the distributor’s real org — not a flat list of emails on one shared password.
- Feature permissions by role: pricing, submit PO, insights, Lead Hub, and enablement can be on for some seats and off for others.
- Account and ship-to scope so a rep is not browsing another branch’s orders.
- Pulse announcements can target by role or region, so the Gulf Coast team is not buried in a national blast.
- You still keep manufacturer-level entitlements. They still run their own house inside that fence.
What the engine powers
One optional layer. Four jobs across the portal.
A regional window, not the whole network
Region managers see the accounts, orders, inventory, and enablement that belong to their territory. Announcements and insights can follow the same cut. They are not looking over another region’s shoulder.
Team leads get the layer they manage
Inside a region, team leads work a tighter set: their people, their orders, the modules you and the distributor admin have entitled. Coaching happens on the same data the team uses — not a side spreadsheet.
Field reps see the sell view, not the house view
A rep can have docs, playbooks, order status, and stock without net price, PO submit, or channel-wide analytics. The distributor admin sets that line. You are not the one fielding “can you hide pricing from the outside sales guys?”
Who uses it
Distributor admin
Sets regions, teams, and who sees pricing versus who only sells.
Region manager
Works their territory without the rest of the network in the way.
Team lead
Sees the team’s book of business and the modules they are entitled to.
Field rep
Gets a focused sell view — docs, status, stock — without the house keys.
Your channel ops
Stops mediating every “please hide this from our guys” request.
How it connects
Roles and org structure live in the tenant. ERP customer IDs and ship-tos map to the distributor account; visibility inside that account is what the distributor admin segments.
Governance
Manufacturer entitlements still bound the ceiling. Inside that ceiling, the distributor admin owns the region / team / rep matrix — including invites, permissions, and session control.
Related capabilities
Admin & governance
You keep the keys. Users, roles, entitlements, branding, sync health, and audit — for the manufacturer, not the distributor.
Read moreCoreAccount pricing
The right net price, for the right account, every time — searchable and exportable.
Read moreCoreThe Pulse
One authoritative channel: targeted announcements, monthly video, and an archive — not fourteen email threads.
Read more