BMexaHelp centre

Channel partners

Blocking a partner firm

For builders. Stop a firm from registering new clients, everywhere or at one project, keep what it already earned, and lift the block later with a reason on record.

What a block does

  • A block stops new tagging only: walk-in registration, re-visits, site-visit check-ins and Log visit with that firm are refused, outright or at the blocked project. Pickers hide a firm blocked outright and grey one blocked at the chosen project (“Blocked at this project”).
  • Clients already registered keep their credit; open clashes, bookings in progress and brokerage carry on.
  • A whole-firm block also ends every portal session, refuses sign-in with the reason, and disables Send login and Log visit on the register. The head is told in the portal bell and by email.
  • A project block can carry a Last day, after which it ends by itself. The portal shows a banner for each project block and lists them on the head’s Profile under Blocks.

Blocking

Only a company admin or a sales head (a sales person with team or company-wide scope) can block or unblock; the front desk cannot unless the same person also holds one of those roles.

  1. Open Front desk › Channel partners, expand the firm’s row and find the Blocks card.
  2. Click Block firm for the whole firm, or Block at a project for one project.
  3. For a project block, pick the Project and, if the block should end on its own, a Last day.
  4. Type the Reason (at least 3 characters). The firm’s head reads it.
  5. Click Block firm or Block at project.

The register of blocks

The firm’s row badge reads Blocked or Blocked at N projects. The Blocks card lists each block with Where, Reason, State (Active, Lifted or Ended) and who blocked it and when. Lift block asks for a reason too. Every block and unblock is written to the activity log. A second block on the same firm or project is refused while the first is active.

Updated on 29 October 2026