Choose the scope of access
Use campaign, buyer, or publisher restrictions where appropriate. Match access to the records involved in the person's relationship with your business.
Partner access
Share the relevant view of your call business.
Limit access around specific campaigns, buyers, or publishers instead of exposing the whole operation.
Pay per call · Built for US call workflowsPartner access
- PartnerRegional buyer
- ScopeAssigned buyer and campaigns
- AccessRelevant call activity
Identify the relationship
Choose which part of the call business the person needs to work with.
Partner access
- PartnerRegional buyer
- ScopeAssigned buyer and campaigns
- AccessRelevant call activity
Set permissions and scope
Apply the appropriate role and record restrictions.
Partner access
- PartnerRegional buyer
- ScopeAssigned buyer and campaigns
- AccessRelevant call activity
Review the shared view
Confirm the access is suitable before depending on it for partner collaboration.
Explore the steps above. Sample details show the workflow, not a live account.
Pay per call
What changes in your day.
A partner needs enough information to understand its work with you. It does not need every campaign or another partner's activity. Set access around the relationship and review what each person can see.
Keep roles and scope aligned
A person may need to review call outcomes without changing commercial settings. Consider both what they can see and what actions they can take.
Revisit access when relationships change
Review permissions when campaigns end or a partner's responsibilities change. Access should stay aligned with the current arrangement.
From setup to review
Put it to work.
- 01
Identify the relationship
Choose which part of the call business the person needs to work with.
- 02
Set permissions and scope
Apply the appropriate role and record restrictions.
- 03
Review the shared view
Confirm the access is suitable before depending on it for partner collaboration.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Is partner access the same as white labeling?
No. Partner access controls which information and actions a person can use. It does not rebrand Lead Source as another company's application.
Can one partner see another partner's data?
Access depends on the roles and restrictions you configure. Set and review the intended scope rather than assuming every invited person has the same visibility.
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Let’s connect the dots on your calls.
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