Manage partner groups

Last updated: July 28, 2026

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. Superusers can now correctly search for and select partnership organizations during this process.

Manage External IDs for Partner Organizations

External IDs provide a unique identifier for partner organizations, useful for integrations with external systems.

  1. Navigate to the Partners section.
  2. Select the partner organization you wish to manage.
  3. Locate the External ID field within the partner's details.
  4. Enter or update the external ID as needed.
  5. Click Save.

This external ID can now be used to query and identify partner organizations programmatically.

Invite installers with a link

You can invite installers to join your organization's partner network using a unique link. This allows installers to sign up and automatically send a partnership request to your organization.

  1. Navigate to the Partners section.
  2. Click on the Invite Installer button.
  3. Select the option to Generate Link or Invite via Link.
  4. A unique invitation link will be generated. Copy this link.
  5. Share the link with the installers you wish to invite.

When an installer uses this link to sign up, a partnership request will automatically appear in your incoming requests.

Manage incoming partnership requests

When an installer signs up using your invitation link or directly requests a partnership, you will receive an incoming request.

  1. Navigate to the Partners section.
  2. Look for the Incoming Requests banner or section.
  3. Review the details of the incoming request.
  4. You can choose to Accept or Reject the partnership request.
  5. If accepted, the installer will be added to your partner list. You can then assign them to a group as needed.

Need help? Contact Installer.com support.