Viewing and Editing Partner Group Membership

To view or update Partner Groups:

1. Navigate to Partner Management > Partner Groups.
2. Click on the partner group you want to view to open the edit view.
3. [Optional] Edit the rules using the same method as for creating the rules. See the Add Partner Groups section of this article for information.

4. Click Update matches. The right side of the screen displays a summary of the membership of the partner group, based on the rules you've applied:

   • Matching Partners - shows the partners that match the Partner Segmentation Rules for the group
   • Matching Users - shows the users that match the Partner Segmentation Rules AND the User Segmentation Rules for the partner group

   The combination of partner and user rules defines the membership of the partner group. If there are no user rules, the group will include all users who are a member of the matched partners. If user rules have been defined, the group will only include those users from the matched partners who also match the user rules.

   In this example, the partner rules match 2 partners, which contain a total of 15 users (not shown). Adding user rules has filtered that list of individual users down to 4.