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