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What you’ll achieve

A static segment containing exactly the partners and contacts you chose, with collaboration permissions and notification behavior set for that group. The list stays fixed until you change it, and every feature pointed at the segment treats precisely that group the way you intend.

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Before you start

1

Confirm access

You need access to segment settings.
2

Know the members

Have the partners (and the specific contacts) you want in mind, since a static segment is the exact list you pick.

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Watch it

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Steps

1

Start a new segment

Go to Segments and create a new segment. The segment editor opens on the General tab.
Create a new segment; the editor opens on the General tab.
2

Name the segment

On the General tab, fill in the basics:
  • Segment name - how the segment appears everywhere you use it. Required.
  • Description - an optional note for your team about who this group is for.
Name the exact group you are hand-picking, the way teammates will recognise it.
3

Choose static enrollment

On the Audience tab, set Enrollment type to Static. Static means you hand-pick the members and the list stays exactly as you set it until you edit it, rather than following conditions.
Static means you hand-pick the members and the list stays exactly as you set it until you edit it.
4

Select partners

On the Audience tab, check the partner organizations you want in the segment. The audience panel shows the running count of who will be enrolled, so you can confirm the group as you build it.
Everyone at the partners you pick is enrolled by default.
5

Refine the contacts

Switch the audience view to contacts to refine who is included from those partners. By default the contacts at the partners you picked are enrolled; check or uncheck specific people when you need a tighter set than “everyone at these partners”.
Uncheck specific people when you need a tighter set than everyone at these partners.
6

Set permissions

On the Permissions tab, switch on Override the default for this segment first. Until you do, the group follows your organisation default and the panel is read-only, showing you what its members currently get.Both are phrased as grants, so more permission always reads as on.
  • Invite colleagues - lets these partners invite their own coworkers into the portal, and invited colleagues inherit the organisation default.
  • See all shared records - when on, a contact sees everything shared with their company. Turn it off and they see only the records they are assigned as a collaborator on, with notifications following that access.
Each card shows a live preview of the partner-side result, and any setting that differs from your default is marked with an Override pill. For contacts in several override segments that disagree, the most permissive one wins. See Layer segments to progressively unlock capabilities.
Each card says which side of your default it is on, and moving it back is how the segment goes back to following the default. Across overlapping segments both resolve the same way, most-permissive: an invite grant in any of them wins, and See all shared records switched on in any of them wins.
Permissions decide how this exact group can act in the portal.
7

Tune notifications

On the Notifications tab, switch on Override the default for this segment, then set the recipients per event (announcements, comments, new records, task nudges, object updates, sleeping-deal nudges, submission outcomes, course and certificate events): All partners, Collaborating only for events attached to a CRM record, or Disabled. Change only the events that should differ from your default; the rest inherit it. For contacts in several override segments, the most allowing opinion wins: an event turned on in any of them reaches the contact, even if another turns it off. This tab is email only, since chat is set per platform on the chat integration. See Channels.
Change only the events this group should differ on; the rest keep inheriting your default.
8

Save the segment

Save to create the segment. The list stays exactly as you set it, with the permissions and notification settings applied to that group.
Create the segment. This is a real write.
9

Update when the group changes

Come back and add or remove members whenever the group changes; static segments do not update on their own.
A static segment never updates itself, so come back whenever the group changes.

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Verify it worked

The segment on Segments contains exactly the partners and contacts you selected, and shows where it is used across the product so you can check its reach before editing or deleting it.

Create a dynamic segment

Let conditions define the audience instead.

Restrict a tab to segments

Use the segment to gate portal content.

Layer segments to progressively unlock capabilities

How overlapping segments resolve, and how to design around it.

Implementation reference

Full configuration options for segments.