---
schema_version: "1"
id: e4f770566e63213ddf556f5635a2c04b7bbb7a38a8a95552893dbbc3f22e5949
title: Set Up the Channel Manager Role
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_partner_community_channel_manager.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_partner_community_channel_manager.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 60b3d22f4dcf0697263a6f67b9efe3a12c9ce70f9eda292bc3ae2850fb76b463
description: Channel managers are internal users who manage your partner accounts and partner users. Before setting up a partner site, identify an internal user to play the channel manager role.
products:
  - Experiences
release: "264"
---
# Set Up the Channel Manager Role

Channel managers are internal users who manage your partner accounts and partner users. Before setting up a partner site, identify an internal user to play the channel manager role.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Channel Manager Role

Ideally, channel managers should create all the partner accounts for the partner organizations they manage. All partner users associated with a partner account automatically fall below the channel manager in the partner role hierarchy. So all the data owned by those partner users rolls up and is visible to the channel manager.

## Channel Manager Profile

Profiles determine the permissions users have, page layouts they see, the tabs and record types available to them, and other settings. Create a custom profile for channel managers or use a permission set to grant permissions to a standard profile. A few tips on what you might want to include:

Grant the “PermissionsManagePartners” permission

When this permission is enabled, channel managers can create partner accounts and partner users.

Make the following objects available to channel managers

Leads, Accounts, Contacts, Opportunities, Documents, Campaigns, Products, and any other object you plan to share with partner users in your site.

Assign record types

Assign record types to channel manager profiles. For example, the Lightning Partner Management solution includes two lead record types: one to track sales leads and the other to register deals. Make sure that your channel manager has access to both.

Make the Partner Account field visible to channel managers on leads, accounts, and opportunities

Channel managers can create list views or reports for tracking partner user activity.

Assign page layouts

Assign the appropriate page layouts to your channel manager profiles.

Make the Last Transfer Date field visible to channel managers on leads

Channel managers can create lists views or reports for tracking partner user activity.

## More Tips

- Create a public sharing group for channel managers. You can use this group for filtering and controlling access to documents.
- Create a lead queue for channel managers. You can use this queue for lead assignment rules.