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Setting up the Resource Center
Setting up the Resource Center

Help guide on how to use the Resource Center

Updated over a week ago

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.

How to Setup your Resource Center:

  • Log in to your partner portal.

  • The Resource Center information section can be found on the left-hand sidebar.

Creating Groups:

  • Select the β€œGroups” button from the main Resource Center page

  • Select the β€œCreate New Group”

  • On the Add New Group screen

    • Enter a Group Name

    • Select the partner(s) you want to add to the group

    • Select Save

Setting up Categories:

Setting up a category within is really simple.

  • Select Categories from the Resource Center's main page.

  • Select Add a New Category

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 Group to a Category, those Partners will not be able to view the content in the Category.

If you have new partners being added to the portal, they will not see any uploaded content until they've been assigned to it. ie added to a group

If you have content that you'd like to be visible to every partner, the Resource Center has an All Partners group that is automatically managed by the portal. You can assign content to this group for all partner visibility.

To learn how to add a Resource, check out this article.

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