After you have uploaded and named the file, set the Group permissions for the content piece on the Permissions and Visibility window. You will see your list of your Groups.

  1. Select the Groups where you want the content piece to be available.

 Permissions & Visibility Section

  • If you want a specific content piece to only be available to a specific Partner you can leave the Groups unchecked and select a Partner from the Partner drop down.
  • You can also set a date range for the content piece. This will expose the document based on the date set and expire the content piece on a specified date.
  • Follow these steps until all your Partner content is added to the portal.


You can also assign Library content to Groups in bulk using the Document Reports. You can access the Document Report by going to Library > Reports > Document Report. Switch to the lIst view, select the checkboxes next to the documents that you need to assign Groups to and click the Actions button > Add Group Access. 

Document Report - List View