Adding Partner Groups

1. Navigate to Partner Management > Partner Groups.
2. Click Create Partner Group.

3. In the Create New Partner Group page, provide the following information, as required:

   Parameter	Type	Description
   Group Name	Text	User-friendly name that identifies this partner group.
   Description	Text	Information to help administrators understand the purpose of this group.
   Partner Segmentation Rules		[Optional] Rules to define the partners that belong to this partner group.
   	Object Type	Select the object type that will be examined for this rule: Selected Partners, Partner Fields, Partner Group, Marketing Actions, Partner Profile, Training, Leads, Deals, Tiers, Terms (T&Cs), Events. Notes What is available for selection depends on your Unifyr One package - for example, you can't create a group based on Marketing Email (Mailing) activities if you have an Engage subscription. When using the Deal object, the Deal Status will default to deals that have an Approved status for this Partner Group rule. Remember to adjust the status if necessary.
   	When configuring rules based on Partner information, note the difference between Partner Fields and Partner Profile options: Partner Fields - Objects for this object type are based on fields in the partner's profile in Partner Explorer in Unifyr One Admin (see Partner Explorer > partner > Profile, and click Edit to see the full list)  You can also see the list in   > Forms & Fields > Partner > Custom Fields. Partner Profile - Objects for this object type are based on fields in the partner's profile in the Partner Portal (see Settings > Company Profile). Note though that company profile address information is also shown in Partner Explorer > partner> Profile in Unifyr One Admin - see Address in the gray box on the right hand side.
   	Object	Select the object that will be evaluated for the rule.
   	Condition	Select the operator for the rule.
   	Value	This is the value that must be currently applied to the object for the selected aspect if the rule is to be evaluated to TRUE.
   	For example: Partner Fields (Object Type) + Country (Object) + Is (Condition) + France, Canada (Value) AND Partner Fields (Object Type) + Content Language (Object) + Is (Condition) + French (Value) To get a list of French speaking partners in France and Canada
   User Segmentation Rules		Rules to filter the partner group at an individual partner user level. You can have a Partner Group based only on user-level rules. If you do have Partner Segmentation Rules in place for the group, these user rules will further filter the matching partners. For descriptions of the fields, see Partner Segmentation Rules above.
   	For example: Deals (Object Type) + Count (Object) + At Least (Condition) + 1 (Value) To get a list of partner users who have closed at least one deal.
   +Add Rule	Link	Click on +Add Rule to add a new rule to a rule group, with the rules separated by an AND condition. This makes a Rule Group - all of the rules in a group must be true to trigger the rule.
   New Rule Group	Link	Click on New Rule Group to add a new rule group, with the groups separated by an OR condition. All of the rules in at least one Rule Group must be true to trigger the rule.
   	For example: Rule group 1 (Partner Segmentation Rules) Partner Fields (Object Type) + Country (Object) + Is (Condition) + France (Value) AND Partner Fields (Object Type) + Content Language (Object) + Is (Condition) + French (Value) Rule Group 2 (User Segmentation Rules) Deals (Object Type) + Count (Object) + At Least (Condition) + 1 (Value) To populate the Partner Group with users from French speaking partners in France and Canada who have closed at least one deal.
   User Restrictions	Checkbox	This setting allows you to further restrict the users included in the partner group by role. Only users with the selected role will be able to see the content you publish for this user group. This is a legacy setting that can be replaced by User Segmentation Rules for new Partner Groups, if required. If an existing partner group already has User Restrictions set, they will be respected. To migrate the User Restrictions to a User Segmentation Rule based on the same role(s), click Migrate Restrictions.

4. To view the filtered set of partners (and users, if you've used User Segmentation Rules), click Update matches.
5. Click Save.
6. Mark the group as Active to begin using the group. 

Here is an example of creating a Partner Group using Partner Segmentation Rules and User Segmentation Rules. It's a group that matches Administrator users from partners in France. Note that on the right side of the screen you can see dynamic results of changing the settings - the partners and users that currently match the rules.