Creating a Resource
Resources are documents, videos and other content you share with your partners through the partner portal. You build each resource from content blocks, organise resources into folders, control exactly which partners can see them, and track how partners engage with them.
Where to find it: Resources in the main navigation.
Who can use this: Team members with the Admin or Partnerships role, on paid plans, with resources enabled for your company. Partners view resources in their portal — they cannot create or edit them.
The Resources page
Two rows of tabs control what you see:
Content type: Resources, Certifications (when certifications are enabled — see Building Certifications) and Assets (see Assets Library).
Audience: Shared (visible to partners) or Internal (your team only). Everything on the page — resources, folders, even the assets list — is scoped to the side of this toggle you are viewing.
Switch between Grid view, Compact view and List view with the layout buttons — your choice is remembered per user. Use the search bar and the filter menu (tags, categories, tiers, and status — Live, Draft or Archived) to find resources. In Grid and Compact views you can drag resources, certifications and folders into folders.
Creating a resource
Click the Create dropdown and select Resource (or Folder, or Bulk Upload — see Bulk Upload Resources).
A new blank resource appears in the list as a Draft, in the folder and audience you are currently viewing.
Click the new resource to open the resource builder.
The resource builder
At the top of the builder you set the title, description and Resource Image (16:9 recommended, up to 10MB — it becomes the card thumbnail, and a visibility toggle controls whether it also shows inside the resource). The Draft / Live toggle in the header controls publication: partners only ever see Live resources.
Content tab
Build the resource by dragging blocks from the sidebar onto the canvas (or clicking a block to add it), then click a block to configure it. Blocks can be reordered, edited and removed inline.
Text Block: Rich text content.
Link: An External Link (URL) or a Resource Link to another resource, folder or certification.
Image: A photo or graphic.
Video Upload: Upload a video file, or use a YouTube, Vimeo or Loom link instead.
Document: A single PDF or downloadable file. For PDFs, the Enable PDF Co-Branding toggle in the block settings (on by default) lets partners download a copy with your logo and theirs added — see Co-branded PDFs. Switch it off for documents that must never carry logos.
Files: Multiple downloadable files in one block, in Card, Grid or List layout. Supports all file types.
PowerPoint: Upload a presentation — it is automatically converted to PDF for in-portal viewing (this takes a couple of minutes), and partners can still download the original PowerPoint. The converted PDF has the same Enable PDF Co-Branding toggle as a Document block.
Embed: Embed external content such as YouTube or Vimeo. Embeds display inside a restricted frame for security, and only secure (https) links can be embedded — content shared as a script rather than an embeddable page may show as a framed page or fail to load; the block's Embed page directly (skip link preview) option can help with pages that resist embedding.
Quiz: Interactive questions — only available when the resource is part of a certification. See Building Certifications.
The sidebar also has an Assets tab: your reusable file library, searchable and filterable. Drag an asset straight onto the canvas to reuse it instead of uploading again — and any file you upload inside a block is added to the library automatically. See Assets Library.
If the AI assistant is enabled for your company, Build with Buzz lets Buzz create and edit the resource's content for you while you watch.
Preview tab
A read-only preview of the resource exactly as a partner will see it.
Engagement tab
Engagement analytics for this resource: Unique Users, Sessions, Page Views and Avg Duration, plus a session-by-session activity list. Filter by user type (all users, partner users or your team — partner users by default) and date range. For portfolio-wide engagement, see Partner Engagement Analytics.
Access tab
Controls which partners can view the resource. With no restrictions set, a green No Access Restrictions banner confirms all partners have access. You can restrict by:
Partner types: Which of your enabled partner types can see it (shown when you have more than one).
Categories and Tiers: The partner must match one of the selected categories and one of the selected tiers, when both are set.
Partnership stages: The partner must be in one of the selected stages.
Contact tags: The partner must have at least one contact carrying one of the selected tags.
Specific partners: Narrow access to a hand-picked list (any category, tier or stage filters you also set still apply).
Every dimension you set must match; within a dimension, matching any one value is enough. A live Partners with Access list at the bottom shows exactly who qualifies as you adjust the rules.
If the resource is part of a certification, its access settings are inherited from the certification and shown read-only here — edit access on the certification instead.
Settings tab
Folders: Organise the resource into folders.
Resource Tags: Tag the resource for filtering. Resource tags are their own tag pool, separate from partner and lead tags.
Allow downloads: Adds a Download PDF button to the partner's view that exports the whole resource as a single PDF, with the pages of any uploaded PDFs and converted PowerPoints included in full rather than as links. Partners choose which logos, if any, to add when they download — see Co-branded PDFs.
Danger Zone: Archive (or restore) and delete the resource.
Folders
Folders keep the library organised and can be nested inside each other. Each folder has a label and an optional cover image. Folders are specific to the content type and audience you are viewing — Shared resource folders are separate from Internal ones.
Folders are organisational only: they never affect who can access a resource — that is always the resource's own Access settings. Deleting a folder does not delete the resources inside it, and partners never see empty folders.
Managing resources
From a resource's menu on the list you can View/Edit (opens the builder), Archive, Delete or Move out of folder.
Archive hides the resource from partners but keeps it — restore it any time via Unarchive or the builder's Danger Zone. Find archived resources with the Archived status filter.
Delete is permanent — there is no undo. Deleting a resource does not delete the library assets it used.
Sharing a resource
Every live resource shared with partners has a short link you can hand to a partner directly — in an email, a campaign or a chat. The link points at your partner portal (your own web address when you use a custom domain).
Hover over the resource's card on the Resources page and click the link icon.
In the resource builder, click Copy link in the sidebar or in the top bar.
Copy link only shows on live resources shared with partners — drafts, internal resources and archived ones have no link. A resource that belongs to a certification is shared through the certification's own link instead.
When a partner opens the link they sign in if needed, then land on the resource itself. A partner who belongs to more than one of your partnerships is asked which one to open it in, and a partner without access lands on their own portal home.
You can also drop the same link into a text block: type {{ and choose Link to.... See Dynamic Content Variables.
What partners see
Partners browse resources in their portal, with folder navigation, search, a tag filter and the same three layouts. They only see resources that are Shared, Live, not archived, and allowed by the Access rules. Resources that belong to a certification don't appear in the resources list — partners reach those through the certification itself.
Co-branded PDFs
Partners can download PDFs from your resources with your logo and their own logo added to the pages. The logos come from the Brand Assets on each side's Branding page, so upload yours to make this available.
When a partner opens a PDF (or a converted PowerPoint) in the portal, they see a Download button for the plain file and, when logos are available, a Co-Branded button. If Allow downloads is on for the resource, the Download PDF button offers the same choices for the whole resource.
In the Download Co-Branded PDF window the partner can:
Pick which version of each logo to use — yours and theirs — or None for either.
Drag a logo on the page preview to move it, and drag a corner to resize it, or use the Logo Position presets Left, Center and Right.
Choose under Apply To whether the logos go on All Pages, the First Page Only or a Page range.
Click Download co-branded PDF, or Download without branding for the plain copy.
The layout a partner last used is remembered in their browser for next time. Pages from a document whose Enable PDF Co-Branding toggle is off never receive logos, including in a whole-resource download. Password-protected PDFs cannot be co-branded; partners can still use Download original.
Troubleshooting
A partner can't see a resource. Check, in order: it is Shared (not Internal), the Draft/Live toggle is on Live, it isn't archived, and the Access tab's Partners with Access list includes that partner. If it is part of a certification, it appears under the certification, not in the resources list.
The builder didn't open when I created a resource. Creating adds the blank draft to the list — click it to open the builder.
The Quiz block is missing. Quizzes are only available on resources that are part of a certification.
The Access tab is read-only. The resource belongs to a certification — access is managed on the certification.
The Certifications tab is missing. Certifications aren't enabled for your company — see Platform Modules.
A resource seems to have vanished. Check the Shared/Internal toggle and the status filter — drafts and archived resources are hidden from the default Live view.
Good to know
New resources always start as drafts — nothing is partner-visible until you switch it to Live.
There is no duplicate-resource feature — to reuse content, reuse the assets via the Assets Library.
Allow downloads controls the whole-resource PDF export; individual Document and Files blocks have their own download buttons regardless.
Co-branding is on by default for every uploaded PDF and PowerPoint, including files added through bulk upload. Turn it off per block if a document should stay unbranded.
To add many files as resources in one go, use Bulk Upload Resources.
Resource engagement also feeds your dashboard analytics — see Partner Engagement Analytics.