A growing sales team means increasing complexity. As you add more staff, the need to control who can see what becomes critical. That’s where Portal’s enhanced Permissions feature steps in. Whether you’re managing a tight-knit team or a full sales department, Permissions gives you fine-tuned control to align team access with business strategy.
Why Sales Permissions Matter More Than Ever
For AV, Security, and IT integrators, it’s common to manage multiple product lines, suppliers, and pricing tiers. But that doesn't mean every salesperson needs access to everything. Letting your reps see only what's relevant to their role not only streamlines their workflow but also protects sensitive information and maintains brand consistency.
Imagine you want your team selling only from your preferred vendor list. Or you need to keep supplier pricing confidential, showing only the sell price. Permissions makes all of this possible.
Turning Complexity Into Simplicity
With Portal’s Permissions, you can customize the user experience for each sales rep:
Limit catalog visibility by brand groups like "Authorized" and "Preferred Brands"
Control who can view dealer cost versus sell price
Restrict proposal visibility so reps see only their own deals
Customize permissions at the individual or role level
Let’s say you just hired Stanley Hudson. He’s a selling machine, but you want him focused solely on your Preferred Brands. With a few clicks, you can limit his catalog view, restrict his access to just his own proposals, and hide sensitive cost information—all without slowing him down.
The Big Wins of Smarter Permissions
Smart access control pays off in multiple ways:
Improved Focus: Salespeople aren’t bogged down by irrelevant products or data.
Consistency: Everyone presents quotes using the same trusted brands and pricing.
Confidentiality: Sensitive pricing and proposals stay secure.
Efficiency: Less training and fewer mistakes as reps see only what they need.
Whether you’re a medium-sized team with a dedicated sales crew or a larger operation with departmental structures, Permissions scales with you.
Ready to Use on Premium Plans and Above
User Permissions is available on Portal’s Premium and Unlimited plans. It’s designed to support growing teams and enterprise-grade control without sacrificing the intuitive simplicity you love.
Sales Management Made Simple
Permissions in Portal reflects our promise: frictionless tools for professional integrators. You shouldn’t need an engineering degree to manage your team’s access. With our intuitive UI, you can set controls in seconds, keep your catalog clean, and empower your team to sell smart.
This is just one more way Portal helps you run a better business—by giving you the power to protect your process while keeping your team moving forward.