Manage partner groups

You can organize your partners into groups to manage them more efficiently and apply specific settings or workflows.

Create a group

1. Navigate to the Partners section of your account.
2. Click the Create Group button or similar option.
3. Enter a Group Name for your new partner group.
4. Click Save.

The new group is now available for partner assignments.

Edit a group

1. Navigate to the Partners section.
2. Select the group you wish to modify from the list.
3. Click Edit or the equivalent option.
4. Update the Group Name or other relevant details.
5. Click Save.

Your changes to the partner group are applied.

Assign partners

1. Navigate to the Partners section.
2. Select the individual partner you want to assign.
3. Locate the Group field or assignment option within the partner's details.
4. Select the desired group from the dropdown list.
5. Click Save.

The partner is now associated with the selected group.

Need help? Contact Installer.com support.