Creating a group

Sponsor Administrators can create groups of partners in order to roll out activities and campaigns to a group of partners with common attributes.

Procedure

  1. Sign in to the PEM Portal as a Sponsor Administrator.
  2. Click Settings > Groups.
  3. Click Create.
  4. In the Name field, enter the name of the group.
    It is suggested that group names intuitively match the reason they were created or the partners they include.
  5. Optional. In the Description field, enter a brief description for the group name.
  6. In the RequestType and SubResourceType tabs, select the check boxes of the attribute values that you want to assign to the group.
  7. Click Save.