In order to have a successful partner network relationship it is important to complete some setup in the system from within the administrator menu.
Roles
When you setup a partner network you will have to define which role the partner network users will have to your company. For this reason, it is important to make sure that you define a role that will have only the information that you want to have displayed to the partner. The following section to look at some settings that you might want to consider when you are defining roles for your customers and carriers.
By default, when you partner network users see VIA® they are viewing the same boards, lists and cards that you and your employees see. You are essentially granting the partner network users access to only their information. Meaning, customers (while they can see your boards) can really only see their cards within the lists. Carriers as well can only see the cards to which they are listed as carriers on.