Partner Types do not segment content or provide/restrict module access.  Partner Types allows you to categorize and flag your Partners for reporting purposes and Agreement assignments.  

Partner Types Screen


New Partner Type:

  1. To create Partner Types, go to Settings > Partners> Partner Types.
  2. Click the New Partner Type button.
  3. Enter the name.
  4. Click Save.
  5. Continue with this process until you have added all of the partner types needed for your program.

New Partner Type Screen