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Are sales partner accounts and their AI Employees isolated from business customer workspaces?

Polyosync supports independent sales partners through a dedicated partner environment. Partner accounts and business customer workspaces serve different purposes and should remain subject to their respective access boundaries. Being an authorized sales partner does not automatically provide unrestricted access to a customer's internal business environment. What is the purpose of a partner account? A partner account supports the partner's authorized sales-related activities. These may include working with leads, opportunities, and other information made available through the partner environment. The exact functionality depends on the partner portal configuration. Does a partner automatically become a member of a customer workspace? No such access should be assumed. Customer workspace access requires the appropriate authorization and supported membership arrangement. Can one partner access another partner's private information? Partner-specific resources are intended to remain associated with the authorized partner. One partner should not gain access to another partner's private resources simply because both participate in the same sales program. What about partner AI Employees? A partner AI Employee should operate using the resources and information associated with its authorized partner environment. It should not be treated as a gateway to another partner's private data or a customer's internal workspace. Can partners share information with Polyosync for sales operations? Partners may provide information through the supported sales processes. The permitted processing depends on the relevant partner arrangements, platform functionality, and applicable privacy obligations. Does a partner relationship transfer ownership of customer data? No. Customer business data remains subject to the customer's rights and applicable agreements. A commercial referral or sales relationship does not automatically transfer ownership of customer information. What if a partner needs information about a customer opportunity? The partner should use the authorized information available through the relevant sales process. Access to internal customer systems or protected operational records should not be assumed. What if a partner discovers unrelated business information? Do not copy or distribute the information. Report the situation to Polyosync Support so the access boundary can be investigated. Recommended practice Keep partner operations, partner-specific AI Employees, and customer business environments separated according to their authorized purposes.