Summary
Partner Management lets you create partner organisations in Peripass and assign users to one of those partners.
This is useful when external organisations, such as subcontractors, carriers, agencies, or other partner teams, need access to Peripass to create and manage visitors. Users who belong to the same partner can collaborate on partner-created visitors, while still being limited by their normal user roles and permissions.
When do you need this?
Use Partner Management when multiple users from the same external organisation need to work with the same visitors.
For example:
a subcontractor has several planners who create visitors in Peripass
a shipping agency needs multiple users to manage pre-registrations
partner users need to cover for each other during absence or handovers
you want to avoid shared logins while still allowing collaboration inside one partner organisation
How does Partner Management work?
Partner Management adds an extra organisation layer on top of the existing Peripass user roles and permissions.
When users belong to the same partner, they can see or edit visitors created by users from that partner, depending on their existing permissions.
Important: Partner Management does not replace user roles or permissions. A user can only view or edit what their assigned role allows. Partner Management only determines which partner-created visitors fall within that user's scope.
Partner users cannot see visitors from other partners, unless their normal role permissions already give them broader access.
What defines a partner?
When you create or edit a partner, you can choose how the partner is defined. There are two options:
Created by (default)
Custom Field
Created by (default)
Use Created by (default) when partner users should collaborate on visitors created by users from the same partner.
This is the standard setup for partner access. Users with the Self-created visitor permission can then work with visitors created by other users from the same partner, within the limits of their role permissions.
Custom Field
Use Custom Field when partner access should be based on a visitor custom field value instead of the user who created the visitor.
When this mode is selected, choose:
the visitor custom field
the field value that identifies visitors for this partner
Only visitors that match this custom field value fall within that partner scope.
How to use?
Creating or edit a partner
To create or edit a partner:
Go to Configuration.
Open User & Partner Management.
Open Partner Management.
Click New partner.
Enter the partner name.
Choose how the partner is defined: Created by (default) or Custom Field.
If you select Custom Field, select the custom field and field value.
Save the partner.
The partner is now available when creating, editing, or importing users.
Deleting a partner
You can only delete a partner when no users are linked to it anymore.
If users are still assigned to the partner, first edit those users and set their partner to None or assign them to another partner.
Assign a user to a partner
You can assign a partner when creating or editing a user.
To assign a partner to a user:
Go to Configuration.
Open User & Partner Management.
Open User Management.
Create a new user or edit an existing user.
Select the correct partner in the partner field.
Save the user.
If the user should not belong to a partner, select None.
Assign imported users to a partner
When importing users, you can select a partner for the users in the import.
The default value is None, so imported users are not automatically linked to a partner.
Important: Only select a partner if all users in the import should belong to the same partner.
What partner users can see and edit
Partner visibility depends on two things:
the partner assigned to the user
the user's normal role permissions
For example, if a user has permission to work with partner-created visitors, that user can work with visitors created by other users from the same partner. If the user only has view permissions, they can view those visitors but not edit them. If the user has edit permissions, they can edit the visitors that fall within their allowed scope.
Partner Management does not give access to all visitors. It only extends collaboration within the assigned partner.
Permissions needed
Only users with the required user-role configuration permission can manage partners.
Users who can configure user roles can:
create partners
rename partners
delete partners when no users are linked
Users who can create or edit users can:
assign users to a partner
remove a partner assignment from a user
If you do not see Partner Management, check whether:
Partner Management is enabled for your environment
your user role has permission to configure user roles
Limitations
Partner Management currently has the following limitations:
a user can belong to only one partner
partner visibility is limited to visitor access
partner visibility does not apply to assets, tasks, Yard Insights, or other modules
partner access is still restricted by existing user roles and permissions
a partner can only be deleted when no users are linked to it