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 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:
To learn how to create partner groups, check out this article. Partner groups will have the option for different visibility permissions throughout the portal.
Setting up Categories:
Setting up a category within PartnerPortal.io is 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.