Partner Permissions & Limits.

Partner Permissions & Limits gives administrators granular control over what each partner can do on the platform. Toggle entire features on or off, or set numeric caps on how many items a partner can create.

Why Use Partner Permissions?

Not every partner needs access to every feature. With partner permissions, you can:

• Restrict features — Hide features a partner shouldn't use
• Set creation limits — Cap how many cards, vouchers, or staff a partner can create
• Customize experiences — Each partner sees only what's relevant to them
• Control growth — Match feature access to partnership tiers or plans

Understanding Permission Types

Partner permissions come in two forms:

Feature Toggles

When a feature is disabled for a partner:

• The feature disappears from their navigation sidebar
• Dashboard widgets for that feature are hidden
• Direct URLs to that feature return an access denied error
• Existing items remain, but the partner can't manage them

Numeric Limits

Limits control how many items a partner can create:

• -1 means unlimited (no restriction)
• 0 means the partner can view existing items but can't create new ones
• Any positive number is the maximum they can create

Available Permissions

Configure these settings for each partner:

Feature Permissions

Creation Limits

💡 Tip: Set limits to -1 for unlimited access. Use 0 if you want the partner to see existing items but not create new ones.

Configuring Partner Permissions

Prerequisites:

• You must be logged in as an Administrator
• The partner account must already exist

To configure permissions:

1. Navigate to Partners in the admin sidebar
2. Click on the partner's name to edit their account
3. Switch to the Permissions tab
4. Toggle feature permissions on or off as needed
5. Set numeric limits for each feature (-1 for unlimited)
6. Click Save to apply changes

Changes take effect immediately. The partner's dashboard and navigation will update the next time they load a page.

What Partners Experience

When a Feature Is Disabled

The feature simply disappears from the partner's view:

• Navigation menu item is hidden
• Dashboard widget is removed
• Direct URL returns an error

Partners won't know the feature exists unless you tell them. This creates a clean, focused experience.

Cross-Feature Effects

Some permissions affect related features beyond the primary toggle:

When a Limit Is Reached

When a partner tries to create an item but has reached their limit:

1. The Create button disappears from the list view
2. If they navigate directly to the create URL, they're redirected back to the list
3. A warning message appears: "You have reached your limit of X [Item Type]. Please contact the administrator to increase your limit."

Existing items remain fully functional. Only creation is blocked.

Troubleshooting

"You have reached your limit of X..."

Cause: The partner tried to create an item but has hit their configured limit.

Solutions:

• As an administrator, increase the limit for that partner
• The partner can delete unused items to free up space
• Consider whether the limit should be raised permanently

Feature Missing from Partner Navigation

Cause: The feature permission is set to false for this partner.

Solution: Edit the partner account and enable the permission in the Permissions tab.

Partner Sees All Features Despite Restrictions

Cause: If explicit permission values aren't set, partners with the Owner role may have fallback access.

Solution: Explicitly set each permission to false if you want to restrict an Owner.

Permission Changes Not Taking Effect

Cause: Browser cache or session data.

Solution: Have the partner log out and log back in, or wait for their session to refresh.

Best Practices

Related Topics

• The Shared Wallet Concept — Why partner isolation matters
• Administration Overview — Full admin capabilities
• Managing Managers — Delegate network administration
• User Roles — Understanding the user hierarchy