Bulk update partners

Confirm access

Select partners

On Partners, use the row checkboxes to select every partner you want to change. The header shows how many are selected and opens the bulk actions bar. Filter the list first so you select exactly the cohort you mean.

Open bulk edit

Click Edit in the bulk actions bar to open the bulk edit dialog for your selection.

Choose the property to update

Under Property to update, pick what you are changing. One bulk edit changes one property across the whole selection:

• Tier - move every selected partner to the chosen tier. Use it after a tier review to promote or demote a cohort at once.
• Commission Plan - set the commission plan(s) for the selection, so their conversions calculate against the right plan.
• Currency - set the currency the selected partners transact in. Available when multi-currency is enabled.
• A team role (listed by its name, such as Partner manager) - assign a team member to that role across the selection. The dialog then asks for the User to assign.

Set the new value

Choose the tier, commission plan, currency, or team member that should apply to all selected partners. When assigning a team role to partners that already have someone in that role, Introw asks whether to replace the existing assignment.

Apply the update

Click Update to save. Introw updates every selected partner and clears the selection when it finishes.

Roll out an experience in bulk (optional)

To change which experience a cohort is published with, keep the partners selected and use the bulk actions bar instead of the Edit dialog:

• Apply experience - publish the selected partners with an experience, creating their partner portals in one pass. Use it to launch portals for a new cohort.
• Update experience - swap the experience the selected partners already use, updating their existing portals. Use it to move a cohort onto a refreshed or rebranded experience.