⏱️ Estimated time: 3–5 minutes | Who can do this: Admin only
Before You Start
Partner Groups can be based on any criteria — partner type, location, tier, region, or others.
An All Partners group already exists by default and includes every approved partner. New partners are added to it automatically when approved.
Admins must manually assign partners to any additional groups. Partners can belong to multiple groups.
ℹ️ Note: If a partner is not added to any additional group, they will only see content available to the All Partners group.
Create a New Partner Group
Step 1 — Open Partner Groups
Go to Partner Groups under Partners
Figure 1 — Access Partner Groups from Partners.
Step 2 — Create the Group
Click Add Group.
Figure 3 — The Add Group button on the Partner Groups page.
2. Enter a Group Name and click Save.
3. Select the partners you want to add to the group. You can search by company name.
4. Click Save.
Figure 4 — Select partners to add. Search by company name to find partners quickly.
Edit an Existing Partner Group
Use this flow to add or remove partners from a group you have already created.
Step 1 — Open the Group
Go to the Partner Groups page from the Resource Center or Account & Settings.
Select the group you want to edit and click Add or Remove Partners.
Figure 5 — Select the group and click Add or Remove Partners.
3. Click the Pencil icon.
Figure 6 — Click the Pencil icon next to the group you want to update.
Step 2 — Update Partners
Add or remove partners by checking or unchecking their names. Partners appear listed by company name.
Figure 7 — Check or uncheck partners to update group membership.
2. Click Save.
What Partner Groups Control
Groups determine which partners can:
View resources in the Resource Center
Access specific fields on the lead registration form
Troubleshooting
A partner cannot see certain resources or fields.
Check which groups the partner belongs to. If they are only in the All Partners group, they will only see content available to all partners. Assign them to the appropriate group to grant access.
I cannot find a partner when creating or editing a group.
Partners are listed by company name. Make sure you are searching by the company name, not the partner's individual name.
A new partner was not added to my custom group automatically.
New partners are only added automatically to the All Partners group. You must manually add them to any additional groups after approval.
PartnerPortal Documentation · Last updated: July 2026