Partner Groups are a powerful tool for delivering an optimal customized partner experience. By segmenting your partners into groups you simplify managing the different needs of partner subsets.
Partner Group membership is automatically managed in real time according to the rules that you set for each group. This dynamic approach ensures that at any given time, you can confidently communicate with any partner group, or change their access to content or functionality. Everyone who meets the group criteria will be affected in the same way. Those who do not fit the Partner Group profile will not see any change. Partners are added to groups, or removed from them, as the relevant data points in their partner profile change. Any change to the group automatically applies to all activities or content aimed at that group.
Any partner may belong to more than one group and an individual's access will be determined by the combination of all the groups they are included in. You can create partner groups based on virtually any partner field, including custom fields. By evaluating multiple fields, you will be able to deliver a highly personalized and relevant experience.
Partner groups are used throughout Unifyr One to control who can access what. The most prevalent use of partner groups is to deliver the correct content to users. You can apply partner groups to your portal by creating views that are restricted to one or more partner groups.
Partner Group membership can be refreshed in two ways:
- By the scheduled Partner Group update process that runs every 5 minutes
- When manually re-saving a Partner Group after making changes to it
A partner's profile is also reviewed when a new user logs in, or when users are created. Both of these may result in a change to Partner Group membership.
For more information about specific uses of partner groups, see the following:
- Examples of Partner Group Rules
- About Site Configuration and Navigation
- Unifyr One Admin User Types
- Manage Campaigns
- About Marketing Development Funds (MDF)
- Training
Before You Begin
Unifyr One Admin users must have permission to create or edit groups. The user must have the permission Partner Management > Partner Group Definition assigned to their role. Roles and their permissions can be edited in Advanced Administration > Users > Manage Roles. For more information, see Manage Users.
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