Partner Groups allow you to organize partners and control what they can access in the portal. Groups can be based on criteria such as partner type, location, tier, region, etc.
How to Create a Partner Group
Go to Account & Settings.
Select the Partners sub-tab.
(You can also access this page by selecting Manage Partner Groups from the Resource Center.)
Click Create New Partner Group.
Enter a Group Name.
Select the partners you want to add to the group.
You can search for partners by typing the company name.
Click Save.
Important Notes
The All Partners group already exists and includes all approved partners.
New partners are automatically added to the All Partners group when approved.
Admins must manually assign partners to any additional groups.
Partners can belong to multiple groups.
If a partner is not added to another group, they will only see content available to the All Partners group.
How to Edit an Existing Partner Group
To update a group (for example, to add or remove partners):
Go to the Partner Groups page from the Resource Center or Account & Settings.
Select the group you want to edit.
Click the Pencil icon.
Add or remove partners by checking or unchecking their names.
Partners appear by company name.
Click Save.
What Can Partner Groups Control?
Partner Groups determine which partners can:
View resources in the Resource Center
Access specific fields on the lead registration form
To learn more:
See our guide on setting Resource Center visibility
See our article on customizing your lead registration form