Skip to main content
For partner ops tailoring the portal so each partner sees what is relevant.
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.

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.

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.

Steps

1

Open the experience

Go to Experiences and open the experience containing the tab.
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.
3

Restrict it to segments

Switch the tab’s access from Anyone to Restricted, then choose the segments that should see it. 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.
4

Verify with a test partner

Preview or sign in as a partner outside those segments to confirm the tab is hidden for them, and as one inside to confirm it shows.

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.