Editing a Partner Group

Unifyr Support
Unifyr Support
  • Updated

To edit a Partner Group:

  1. Navigate to Partner Management > Partner Groups.
  2. Click on the partner group you want to view to open the edit view.
  3. Note: Any changes you make will affect any areas that the Partner Group is filtering. To see where the Partner Group is being used, click Options > View Usages.

    admin_partner_group_view_usages.png

  4. Make changes as required.
  5. If you've made changes to the membership rules for the group, click Update matches to regenerate the filtered list of partners (and users, if you've applied User Segmentation Rules).
  6. Click Save

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