# Manage partners Help Center | LeasePilot

[Help index](/resources/help#step-throughs)02 · Admin

Step-through

# Manage partners

Scope outside counsel, brokers, and other partners to the buildings they work on.

Workflow

Admin

Format

Reference

Read time

1 min

Walkthrough in production

We’re still drafting this one.

For a live walkthrough on your forms, ask the team that built your platform.

Partners are people outside your firm — outside counsel, brokers, anyone who drafts against a building but shouldn't see your whole portfolio. This screen sets the boundary: which buildings each partner can open, search, and draft against. A partner with no assignments sees nothing.

## 01What you can do from this screen

-   **Read the partner list** — every partner with a count of the buildings they're scoped to. At a glance you see who has broad access and who's been onboarded but not yet scoped to anything (0 buildings).
-   **Edit assignments** (pencil) — open the assignment dialog and pick buildings one at a time, search by name, or use **Select all buildings** when a partner truly needs the full portfolio. **Save Changes** applies the new scope.
-   **Show only assigned** — a toggle inside the assignment dialog. Useful for quickly confirming what a partner currently sees, without scrolling past every unassigned building.

> Note**0 buildings means 0 access.** Until a partner is scoped to at least one building, they can't open or draft anything in LeasePilot. The default is closed, not open — onboarding a partner and granting them access are two separate steps, on purpose.

* * *

Partner accounts themselves are set up during onboarding. Use this screen to keep their access current — add buildings as engagements grow, remove them when an engagement ends.

See also

## Adjacent step-throughs

[Full index](/resources/help#step-throughs)

1.  [01
    
    Audit trail
    
    See who changed what, when, and why.
    
    Admin](/resources/help/demos/audit-trail)
2.  [02
    
    Manage buildings
    
    Edit building details, update landlord info, and know when to loop in your implementation team.
    
    Admin](/resources/help/demos/building-management)
3.  [03
    
    Manage users
    
    Add users, assign roles, set permissions, and deactivate accounts.
    
    Admin](/resources/help/demos/user-management)
4.  [04
    
    Per-building defaults
    
    Different deal terms default per building, so new drafts start with the right values automatically.
    
    Admin](/resources/help/demos/per-building-defaults)
5.  [05
    
    API token
    
    View, copy, and rotate the token your integrations use to authenticate with LeasePilot.
    
    Admin](/resources/help/demos/api-management)

Sign-off

## See it on your forms, not a generic demo.

A 30-minute walkthrough, built around your forms, your clauses, and your deal logic.

[Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)