Modify Which Partners are in a Group

Once you've created partner groups, you can add or remove partners as needed. To bulk edit your partners, see Bulk Edit Partners in a Group for further instructions.

1. From the left navigation menu, select [Engage] → Partners → Partners.

   • Alternatively, if you have a creator program, select [Engage] → Partners → Creators.
2. Hover over a partner’s name in the table and select the [Unchecked boxes] next to the partners you want to add to your group.

   • If you have a creator program, you need to first revert to the old UI. Select the [Menu] in the upper-right of the screen, then select Revert to old UI.
3. To modify which partners are in a group, follow the instructions in the tabs below, then select Apply.

Add partners

1. Select the Group names [Drop-down menu] above the table, then select [Unchecked box] next to the groups you want the selected partners to be in.

   • If you see a in the Groups [Drop-down menu], then at least one of the partners you selected is not in the same group as the others.

Remove partners

Add prospective partners to groups

You can add partners you've marked as prospects to groups as well.

1. From the left navigation menu, select Discover → Prospects.
2. Select a prospect, and from the slide-out, navigate to Groups.
3. Type the group's name and select Save.

Important: Ensure you type the correct existing group name when adding prospects to groups as inserting a new group name will result in a new group being automatically created.