Published at: 2026-09-17
Configure the public account pool and retention limits
A public account pool helps an upstream enterprise manage account resources centrally. Claim and retention rules can be tailored to partner tiers or individual capacity.
Before you start
[!IMPORTANT] - Confirm that your account can manage partner public account pools. - Confirm that the required application, roles, and dependent business rules are available.
Configure the public account pool
- In the CRM, open Partner Public Account Pool management.
- Create or select a dedicated partner pool.
- Define which accounts enter the pool.
- Configure account assignment, claim, and reclamation rules.
- Save and enable the rules.
Configure retention limits
- Select the partners or partner users that require limits.
- Set the maximum number of accounts they can retain.
- Adjust the rules by partner tier or employee capacity.
- Save the rules and confirm their effective scope.
Verify the configuration
- Partner users can see the accounts they are allowed to claim.
- When a retention limit is reached, the system restricts additional claims as configured.
- Returned accounts become available for distribution again.
Expected result
Partners claim and return accounts according to the pool rules, and retention limits work as configured.