Creating different groups of partners allows you to customize their permissions and visibility throughout the portal. Partner groups can be based on criteria such as partner type, location, tier, etc.
How to Create a Partner Group
Navigate to Accounts & Settings, then select the Partners sub-tab.
Alternatively, you can access this by clicking Manage Partner Groups in the Resource Center.
Click the Create New Partner Group button.
A Partner Group allows you to control which partners have access to certain areas of the portal. There is an existing All Partners group that is automatically managed and includes all approved partners.
On the Add New Group screen:
Enter a Group Name.
Select the partner(s) you want to include in the group.
you can also type and search by partner company
Click Save.
Note: Partners can belong to multiple groups. However, new partners are only added to the All Partners group upon approval. Admins must manually assign new partners to additional groups. If a partner isn't added to a group, they'll only have visibility in areas designated for the All Partners group.
Editing Exisitng Partner Groups
To edit an existing group (e.g., to add/remove partners or update the group name):
Go to the Partner Groups page through the Resource Center or the Accounts & Settings tab.
Select the relevant group and click the pencil icon in the top right corner.
you can also type and search by partner company
Add or remove partners by checking/unchecking names.
Click Save when finished.
What Visibility Can Partner Groups Have?
Partner groups control which partners can view certain resources in the Resource Center. You can also define which partners have access to specific fields on the lead registration form.