Partner Country Executives

Manage PAE (Partner Account Executives) and SDR (Salesman) per country, and reassign partners in bulk to any of the executives you have activated.

What You Can Do

• View the full list of activated PAE and SDR executives, the countries they own, and whether they are currently active.
• Activate a new PAE or SDR for one or more countries, optionally as the global fallback.
• Edit an executive to add or remove countries, toggle the global fallback flag, or pause them temporarily.
• Delete an executive that is no longer needed.
• Reassign many partners at once to a new PAE or Salesman directly from the Partners list.

Getting There

There are two entry points, both inside the Partners section of the sidebar.

Where	What you do there
Partners → Country Assignments	Activate, edit, pause or delete the PAE / SDR executives for each country.
Partners list (multi-row selection)	Reassign the PAE or Salesman of many partners in one shot.

Common Tasks

Activate a new PAE

1. Open Partners → Country Assignments.

2. Make sure the PAE tab is selected.

3. Click Activate PAE (top-right). An offcanvas panel opens.

4. Pick the administrator from the dropdown.

   Why some administrators are missing from the dropdown

   The list shows only administrators who hold the Partners Administrator role and who do not yet have a PAE assignment. If the person you are looking for is missing, either their role is not the correct one, or they already have an assignment (you can find them in the table and edit their countries from there).

5. Pick the countries this PAE will own.

   One PAE per country

   A country can be owned by only one active PAE. If you pick a country that is already owned by someone else, the form will tell you who currently owns it so you can decide whether to switch them.

6. Optionally turn on Global fallback if this PAE should receive every partner that does not match a specific country. Only one PAE can be the global fallback at a time.

7. Click Save. The new PAE shows up in the table immediately.

Activate a new SDR (Salesman)

1. Open Partners → Country Assignments.

2. Switch to the SDR tab.

3. Click Activate Salesman.

4. Same steps as the PAE flow above, with one difference:

   Multiple SDRs can share a country

   Unlike PAE, the SDR model is a pool: more than one Salesman can be active for the same country at the same time. The form will not block you when you pick a country that another SDR already owns.

5. Click Save.

Edit an executive's countries, fallback or status

1. In the Country Assignments list, find the row you want to change and click View Info.
2. Update the fields:
   • Countries — add or remove countries from the multi-select. The change is saved as a diff (you do not need to keep the existing list intact).
   • Global fallback — only one active executive per role can hold this flag. If you turn it on, the system will prevent the save if another active executive already has it.
   • Status — turn off Active to pause the executive. A paused executive does not block another executive from being the global fallback.
3. Click Save.

Why the administrator field is locked

You cannot change the administrator on an existing assignment. Reassignments are intentionally modeled as delete + create so the audit log clearly records the handover. If you want a different administrator to own these countries, delete the current row and activate a new executive.

Delete an executive

1. In the Country Assignments list, click the actions dropdown for the row you want to remove.
2. Click Delete and confirm.

You cannot delete the global fallback

If the row is currently the global fallback, the system will block the delete. First open the row, turn off Global fallback (and ideally activate a different executive as the new fallback), then come back and delete.

Bulk-reassign many partners to a PAE or Salesman

1. Open the Partners list.
2. Use the row checkboxes to select every partner you want to reassign.
3. In the action bar above the table, click Asignar PAE or Asignar Salesman.
4. An offcanvas opens showing:
   • A scrollable list of the selected partners (verify the scope before continuing).
   • A dropdown of every active executive for the chosen role. The current global fallback (if any) appears at the top.
5. Pick the target executive and click Save.
6. A toast tells you how many partners were updated and how many were skipped (a partner is skipped when they were already assigned to the chosen executive — no change needed).

Where the dropdown comes from

The dropdown lists the executives you have activated in Country Assignments, not every administrator with the right role. This is intentional: it prevents bulk-assigning partners to administrators who have not been formally enabled to receive them.

Salesman propagates to referrals

When you assign a Salesman to a partner, every company that the partner has referred automatically inherits the same salesman. You only need to update the partner — referrals stay aligned without any extra step. (PAE assignments do not propagate; they only change the partner row.)

Frequently Asked Questions

What is the "global fallback"?

It is the executive that receives any partner whose country does not match a specific assignment. There can be at most one active global fallback per role type (one for PAE, one for SDR). The Country Assignments table shows a yellow warning at the top while a role does not have an active global fallback configured.

Why does my country tab show a "no global fallback" warning?

Because no active executive currently holds the global fallback flag for that role type. New partners from countries that do not match any specific PAE / SDR will not have a default owner. Activate a new executive (or edit an existing one) and turn on Global fallback to clear the warning.

Why can the Country Assignments section be visible even though I do not have the new permission?

Permissions for this section (view-partner-country-executives, manage-partner-country-executives) are wired but not yet enforced until they are seeded in the database. Until then, anyone who can reach the URL can use the section. The bulk-assign action in the Partners list still requires the existing Update partner administrator permission as before.

Can I enable an administrator as an executive from the Administrators screen?

Yes. When you edit an administrator who holds a Partners Administrator or SDR role, an Allow partner referral assignment toggle appears. Turning it on enables that administrator as an executive (just like activating them from Country Assignments); turning it off pauses them. The toggle is hidden for any other role.

A partner I selected for bulk-assignment was reported as "skipped". What does that mean?

It means that partner was already assigned to the chosen executive, so no update was needed. The system silently skips no-op assignments and reports the count in the success toast.

Can the same administrator be a PAE and an SDR at the same time?

No. An administrator's executive type is determined by their role: a Partners Administrator can only be activated as a PAE, and an SDR can only be activated as a Salesman. Since each administrator has a single role, they appear in only one tab. To change which type an administrator is, change their administrator role first.

Required Permissions

Permission	What it allows	Status
view-partner-country-executives	View the Country Assignments list	Wired, not yet enforced
manage-partner-country-executives	Activate, edit and delete executives	Wired, not yet enforced
update-partner-administrator	Use the Bulk Assign PAE / Salesman actions in the Partners list	Enforced today

Related

• Technical Documentation: Partner Country Executives Module — Architecture, data flow, and design decisions for developers.
• API Reference: Partner Country Executives API — Endpoint reference for developers.
• UI Reference: Partner Country Executives UI — Frontend file tree, components, and permission gates.