# Customize the Partner Portal Overview

Branding changes how your partner portal looks. **Partner Views** changes what's actually on it — which cards a partner lands on, in what order, and what you have to say to them. And because the other side can do the same to you, it also changes what you land on.

---

## Overview

By default every partner opens their portal Overview onto the same standard set of cards. **Partner Views** lets you replace that with a layout you design: reorder the built-in cards, hide the ones that don't apply, and add your own content — a welcome note, a price list, a gallery of assets.

It has two halves:

- **Content** — a library of reusable content you author once: rich text, tables, and media galleries.
- **Templates** — reusable Overview layouts. Each template is a grid of blocks; a block is either a built-in Suger card or a pointer at one of your content items.

You then apply a template to specific partners.

The arrangement is symmetrical, which is easy to miss. A template you author and assign is your **outbound** view — what that partner sees from you. When the partner is a Suger organization running their own program, they can assign you one too, and that **inbound** template is what you see: opening a partner record lands on their layout for you, resolved from their library, and **Preview as {partner}** is the button that flips to your outbound side. If the partner has customized nothing, the inbound view falls back to the standard Overview cards, drawn with your real relationship data.

:::info
Saving a template or a content item needs an **Admin** or **Editor** role. The check happens on the server, not in the screen: a read-only (**Viewer**) role still gets the full editor and every control, and only the save comes back rejected.

**Partner Views** itself is a seller-side tool and does not appear for partner organizations. If it's missing from the settings rail, that's your organization's type — not your role. See [Account](/get-started/account/).
:::

## Find Partner Views

1. Go to **Suger Console**, then **Settings**.
2. Click **Partner**, then **Partner Views**.
3. Use the **Content** and **Templates** sub-tabs.

![Settings → Partner → Partner Views — the Content and Templates sub-tabs, the New content button, and the three reusable content types: Rich Text, Table and Media Gallery](images/44-partner-views-content.png)

## Step 1 — Author Your Content

The **Content** tab holds the material your blocks will point at. Click **New content** and pick a kind:

| Kind | Use it for |
|------|------------|
| **Rich Text** | A welcome message, program rules, an announcement. Formatted in a WYSIWYG editor. |
| **Table** | Price lists, contact directories, SLA tiers — anything with columns and rows you type yourself. |
| **Media Gallery** | Logos, screenshots, and other assets. Upload each image, give it a caption, and choose a **Tile** or **Waterfall** layout and how many show per page. |

Each item gets a **Name** — that name is the heading a partner sees above the block — and its own content editor. Content is grouped on the page by kind, with a count and the date each item was last updated.

:::warning
Deleting a content item doesn't delete the blocks pointing at it. Those blocks render nothing until you repoint them at something else.
:::

![The New content menu open, offering Rich Text, Table and Media Gallery](images/45-new-content-menu.png)

## Step 2 — Build a Template

On the **Templates** tab, each template card shows its name, a **Default** badge if it's the org default, how many partners use it, and how many blocks it holds. Click **New template** to start from the standard layout, or the copy icon on an existing one to **clone** it.

**Edit** opens a full-page editor.

### The canvas

The toolbar carries the template **name**, a **Columns** control set to **1**, **2**, or **4**, a **Preview** toggle, **Discard**, and **Publish**. Your layout changes aren't saved until you click **Publish** — **Discard** drops them and returns to the list.

:::tip
**New template** and **clone** both create the template straight away, before you've edited anything. If you change your mind in the editor, discard your edits and then delete the template from the Templates tab.
:::

The left panel is the component palette, in two groups. Drag an item onto the canvas to add it.

**Built-in cards** draw live Suger data about the partnership — the editor shows sample data in their place:

| Block | Shows |
|-------|-------|
| **Commissions** | What each side owes the other. |
| **At a Glance** | Headline relationship metrics. |
| **Partner Overview (AI)** | An AI-written summary of the partner. |
| **Revenue by Channel** | Revenue split across marketplace channels. |
| **Deals Over Time** | Deal volume trend. |
| **Activity & Engagement** | A strip of relationship facts — Partnership Since, Last Active, website, employees, founded, cloud tier. Figures, not a feed of events. |
| **CPPO Activity** | Private-offer activity. |
| **Co-Sell** | Shared opportunities. |
| **Tasks** | Open action items. |

**Content (CMS)** blocks pull from your library: **Rich Text**, **Table**, and **Media Gallery**.

A built-in card can only be added once — it greys out and reads "added" in the palette after that. Content blocks can be added as many times as you like, each pointing at a different library item.

### Working with blocks

Hover a block for its toolbar — a row of unlabelled icon buttons. Hover each one for its tooltip:

- **Drag to reorder** (the grip). You can also drag the block itself. Blocks reflow sideways within a row and vertically across rows.
- **Make full width** / **Make standard width** (the rectangle) toggles the block between standard width and spanning the whole row. Only present on a 2- or 4-column canvas.
- **Hide from partners** / **Show to partners** (the eye) keeps the block in the template but drops it from what partners see.
- **Remove** (the bin) takes it out entirely.

On a content block, a dropdown in its header picks which library item fills it, and **Manage** takes you to **Partner Views** in Settings to edit the library.

:::warning
**Manage leaves the editor without saving.** It behaves exactly like **Discard** — same exit, no publish, no confirmation prompt — so any blocks you've added, moved, resized, or hidden since your last **Publish** are lost. If you need to adjust the library mid-edit, click **Publish** first, then **Manage**.
:::

**Preview** swaps the editor for the partner's view of the page — banner, section nav, and sidebar included — with hidden blocks dropped. Then click **Publish**. Publishing a template updates it for every partner already linked to it.

![The template editor — the Components palette on the left with its Built-in cards group (already-placed cards marked "added") above Content (CMS), the canvas of stacked blocks rendered with sample data and each showing its drag, width, hide and remove controls on hover, and the Columns 1 / 2 / 4 control beside Preview, Discard and Publish in the header](images/48-template-editor.png)

## Step 3 — Apply the Template to Partners

Templates are assigned **per partner**. There are two ways in:

**From Settings.** On the template's card, click **Apply to partners**, select partners from the picker, and confirm. Partners who already have this template are greyed out as "Already applied". Applying replaces whatever template each selected partner had.

On the **Default Template**, "Already applied" covers more than you might expect: every partner with no explicit assignment already resolves to the Default, so the picker greys those out too. Only partners you've explicitly moved onto another template remain selectable there.

**From the partner record.** Open the partner, click **Preview as {partner}**, then use **Apply a prebuilt template**. Picking one previews it in place — "this is what {partner} will see" — with **Cancel** and **Apply**. **Exit preview** returns to the inbound view. See [Work a Partner Record](/prm/work-a-partner-record/).

:::warning
**There is no tier-based assignment.** Tiers drive plenty elsewhere in Partner Management — event sharing, journey outcomes, commission plans — but not Overview templates. A template reaches a partner because you assigned it to that partner, or because it is your organization's default. Nothing else.
:::

## How Suger Decides Which Template a Partner Sees

```d2
direction: right

partner: "Partner opens\ntheir portal Overview" { shape: rectangle }

assigned: "Does this partner have\na template assigned?" { shape: diamond }
isdefault: "Is one template marked\nDefault for your org?" { shape: diamond }
anytemplate: "Are there any templates\nat all?" { shape: diamond }

useassigned: "Render their assigned template" { shape: rectangle }
usedefault: "Render the Default Template" { shape: rectangle }
usefirst: "Render the first template in the library" { shape: rectangle }
standard: "Render the standard Overview" {
  shape: rectangle
  style.stroke-dash: 3
}

partner -> assigned
assigned -> useassigned: "yes"
assigned -> isdefault: "no"
isdefault -> usedefault: "yes"
isdefault -> anytemplate: "no"
anytemplate -> usefirst: "yes"
anytemplate -> standard: "no — nothing configured"
```

An assignment pointing at a deleted template behaves as no assignment, so that partner falls through to the default rather than seeing a blank page.

## Managing Templates Over Time

- **Editing a template changes it for everyone linked to it.** If you only want to change one partner, clone the template first and apply the clone.
- **The Default Template can't be deleted or renamed.** It's the fallback the resolution order depends on.
- **A template in use can't be deleted.** Reassign its partners first — the template card lists them by name.
- **The partner list on each template card counts partners who land on it by default too**, not just explicit assignments, so it reflects real reach.

## What This Doesn't Cover

Partner Views controls the **Overview** page inside the portal. The portal's look and its front door are configured elsewhere:

- [Brand Settings](/prm/brand-settings/) — logo, brand colors, and tagline.
- [Partner Portal Login Page](/prm/partner-portal-login-page/) — the branded sign-in URL.
- [Add Portal Users](/prm/add-portal-users/) — who can get into the portal in the first place.

A handful of Overview elements are fixed and can't be added, removed, or reordered as blocks: the active-journey strip at the top of the page, and the Slack and Cloud Account IDs panels in the sidebar.