The webmaster cabinet: separate access for a partner
How to give a partner access to statistics for their own leads without exposing the rest of the CRM: creating the account, linking it to a webmaster, what the cabinet contains and how to export data.
A partner wants to see what happens to their traffic: how many leads they sent, how many were confirmed, what the conversion is. You cannot show them the CRM dashboard — your entire database lives there. The webmaster cabinet solves this: a separate page that shows only their leads and nothing else.
#What the partner sees, and what they don’t
| They see | They do not see |
|---|---|
| The number of their leads for a period | Leads from other webmasters and every lead created manually |
| The split by stage: confirmed, in progress, refusals, returns | The CRM dashboard |
| Conversion for their own traffic | Your operators, their results and workload |
| Day-by-day dynamics | System settings, integrations, products |
| Their top landing pages | Calls and call recordings |
| The payout amount — if you allowed it | Your purchase prices and margin |
#How to connect a partner
- 01
Create a role for webmasters
One role for all partners. Give it only the cabinet access permission — nothing for leads, the dashboard or the settings. Set the role level to the lowest.
- 02
Create an account for the partner
An ordinary user under Settings → Users: login, password, webmaster role. No projects need to be assigned.
- 03
Link the account to a webmaster
In the Webmasters section find the partner and link the user you created. That link is what decides whose leads they will see.
- 04
Hand the credentials over
After signing in they land straight in their cabinet — even a direct link will not take them to the CRM dashboard.
#Cabinet metrics
Leads are broken down by the status groups of your pipeline. It matters how each number is counted — that is the first thing partners ask about.
Statistics cards
Total leadsnumberHow many leads the partner sent during the selected period.
ConfirmednumberLeads in the confirmed, delivery and completed groups — that is, everything that reached real work.
RefusalsnumberThe cancellation and invalid-lead groups.
ReturnsnumberThe returns group.
In progressnumberCalculated as the remainder: everything that has not yet fallen into any category above.
ConversionpercentageThe ratio of confirmed leads to the total. The headline number by which a partner judges their own work.
#Filters and breakdowns
- Period — today, week, month, year, a custom range or all time.
- Landing page — search by the field you send from the form. This is exactly why
landingshould always be sent: without it, sites cannot be told apart. See connecting a landing page. - Webmaster — a switcher, if the account is linked to several tokens.
- Day-by-day dynamics — a chart of lead counts. With no date filter it shows the last 30 days.
- Top landing pages — the ten pages that brought the most leads.
#The lead table
A separate permission opens a list of the partner’s leads with a status filter and pagination. It settles the eternal argument about “you are rejecting my leads”: the partner sees the status of every lead themselves.
#Export
Data can be exported from the cabinet to a file so the partner can reconcile it with their own analytics. The export respects all current filters, so set the period first and export second.
#Checklist
- A dedicated role exists with the cabinet permission only
- The partner’s account is created and linked to the right webmaster
- Verified under the partner account: only their leads are visible
- Status group codes match expectations and “In progress” is not inflated
- You have decided whether to show payout amounts and the lead table
- The partner knows that the
landingfield separates their sites