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Not every partner needs every tab. Restricting a tab to specific segments keeps the portal focused for each partner type, so a reseller and a referral partner can see different content in the same portal without you building two of them. This guide restricts a tab to the segments you choose.

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What you’ll achieve

A portal tab that appears only for partners in the segments you select, so a single experience serves multiple partner types and each sees only what applies to them.

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Before you start

1

Confirm segments exist

Restriction is by segment, so create the segments you want to target first. See Create a dynamic segment.
2

Confirm write access

You need write access to the experience that contains the tab.

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Watch it

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Steps

1

Open the experience

Go to Experiences and open the experience containing the tab.
Open the experience that contains the tab you want to gate.
2

Open the tab's access menu

Open the stage menu for the tab and go to its access settings, which control who can see the tab.
Every tab carries its own access policy.
3

Restrict it to segments

Switch the access policy from Anyone with portal access to Only specific segments, then choose the segments that should see it. A live data preview beside the picker lists the partners and people the restriction lets in, so you can check the reach before saving. Partners in any of the chosen segments see the tab; everyone else gets a portal without it. Membership in another, more restricted segment never hides a tab a partner has unlocked: access resolves to the most permissive of a partner’s segments. Choose every segment that legitimately needs the tab so you do not accidentally hide it from a partner type that needs it.
Partners in any of the chosen segments see the tab; everyone else gets a portal without it.
4

Verify with a test partner

A tab’s access travels with the experience, so publish it to the partner first. Then open their portal from the partner’s View portal link: a gated tab is marked with a lock there. To confirm what a partner outside the segments sees, sign in as one, and the tab is absent entirely.
A tab's access travels with the experience, so publish to push it to the partner.

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Verify it worked

The tab appears only for partners in the chosen segments, and a partner outside them sees a portal without that tab.

Create a dynamic segment

Define the segments you restrict to.

Build and publish a portal experience

Build the tabs you restrict.

Implementation reference

Full portal access configuration options.