Workspace Admin
Run the workspace and configure the platform end-to-end
Workspace owners and admins configure VantiveOS for the whole company — users, roles, partner program, integrations, and reporting.
Workspace administration
User & role management
Invite users, assign roles, and manage permissions across CRM and PRM.
Custom objects & fields
Extend accounts, contacts, and deals with custom fields and picklists.
Permission sets
Granular field- and record-level access by role.
Audit logs
Full visibility into every config, data, and access change.
Program configuration
Partner program tiers
Define tiers, levels, MDF types, and commission rules.
Email & branding
Customize transactional email templates and workspace branding.
Integrations
Connect email, calendar, billing, and external data sources.
Billing & plans
Manage subscription, seats, and usage from the admin console.
Other roles
Full visibility across the sales org and every deal
Run your partner book of business in one place
A fast CRM that gets out of your way and helps you close
Run your partner org inside the vendor's portal
Sell more of the vendor's product with the right tools
Operate VantiveOS across every tenant