Our Resource center can be used to manage documents, training material, branding assets and so much more. This will allow you to regulate which Partners have access to which files.
This article will walk you through the process of setting up and using the Resource Centre with your Partner Portal.
The Resource Center is designed to allow you to share and deliver marketing content to your partners in a safe and controlled environment. Share what files you want with which partners.
Log in to your partner portal. Click on the Resource Center tab on the left-hand sidebar.
Creating Partner Groups:
Select the “Manage Partner Groups” button on the main Resource Center page.
A Partner Group will allow you to determine which partners can view certain resources.
There is a pre-existing All Partners group that is automatically managed by the portal and will add all approved partners.
Select the “Create New Partner Group”
You can create different groups of partners based on the type of Partner, location of Partner, Tiered Partner, etc.
On the Add New Group screen:
Enter a Group Name
Select the partner(s) you want to add to the group
Select Save
Please note, that when creating partner groups, partners can be placed into multiple groups.
New Partners will not be placed into Partner Groups upon approval except for the All Partners group mentioned above. The Admin team will need to add each partner upon approval to their designated group. If a Partner is not added to a Partner Group, they will not have visibility on those resources.
Setting up Categories:
Setting up a category within PartnerPortal.io is really simple.
Select the New Category from the Resource Center's main page.
Name your Category and describe the content included if you'd like. Now, make sure you select which Group of Partners will have access to these resources.
Please note, that if you do not add a Partner Group to a Category, those Partners will not be able to view the content in the Category.
Feel free to check out our Resource Center Set Up video here.
To learn how to add a Resource, check out this article.