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.
Note0 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.