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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.
Start a new segment
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 segment
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.
Choose static enrollment
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.
Select partners
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”.
Refine the contacts
6

Set permissions

On the Permissions tab, decide how this group may act:
  • Invite team members - lets these partners invite their own colleagues into the portal. On by default.
  • Collaboration restricted - when on, deal and lead nudges show only where a partner contact is actively collaborating. Off by default; turn it on for groups where you want to limit collaboration surface area.
For contacts who belong to several segments, the most permissive setting wins: a restriction here only applies to contacts whose every segment restricts them. See Layer segments to progressively unlock capabilities.
Set permissions
7

Tune notifications

On the Notifications tab, override notification behavior for this group. For each update type (announcements, comments, new records, task nudges, object updates, sleeping-deal nudges, submission outcomes, course and certificate events), set the channel (email, chat, or both) and the scope (all partners or only collaborating contacts). Override only the types that should differ from your program defaults. For contacts in several segments, the most allowing override wins: a notification turned on in any of their segments reaches them, even if another of their segments turns it off.
Tune notifications
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.
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.

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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.