Courses

Courses are how you deliver partner training and onboarding in PartnerPortal. A course is an ordered set of lessons that partners work through and mark complete, with a progress bar and course completion tracking. Courses are built on the same content and access system as the Resource Center, so if you know Resources, Courses will feel familiar — the main additions are lesson ordering, a dedicated course player, and completion tracking.

There are two building blocks:

• Courses organize your training and control access. A course is a container of lessons.
• Lessons are the content itself — each lesson is a post, exactly like a resource.

Partners open a course and move through its lessons in order, marking each one complete as they go.

Lessons come in two types: content lessons (a post — text, images, video, and attachments) and quiz lessons (multiple-choice questions a partner must pass to complete the lesson). The sections below describe content lessons; see Quiz lessons for how to build and use quizzes.

Every content lesson is a post made up of:

• Title — the headline shown on the lesson card and in the course player.
• Excerpt — a short summary used on cards. If blank, PartnerPortal derives one from the body.
• Featured image — an optional image shown on the card and at the top of the lesson.
• Body — the main content, written in the rich-text editor (supports images, video, in-app links, and buttons).
• Attachments — optional downloadable files (PDFs, videos, slide decks, and more).
• Course — one or more courses the lesson belongs to.

Access is controlled at the course level, the same way it works for resource categories, in two ways that work together:

• Partner groups — assign one or more partner groups to a course, and every partner in those groups can see the course and all of its lessons.
• Individual partners — share a course directly with specific partners, with no group needed.

A partner can see a course if either applies: they belong to an assigned group, or they were added directly. A partner who matches neither won’t see that course.

So the primary way you manage who sees which training is: create a course, add lessons to it, then assign the right partner groups and, where needed, individual partners.

Courses add progress tracking on top of the content:

• Partners mark each lesson complete (or incomplete) as they work through the course.
• Each course shows a progress bar (for example, “3 of 5 lessons complete”).
• When a partner completes every lesson, the course is recorded as completed for them.
• Course completion can also award a partner certification — a badged credential PartnerPortal grants automatically when a partner finishes the courses you require.

There are two ways into Courses:

• Courses — the browse/view experience partners and you see: each course with its lessons, and the course player for working through them.
• Manage — an admin-only screen where you add and organize courses, add lessons, and set the display settings. Only users with permission to manage courses can reach it.

Setting up training is three steps: create a course, add lessons to it, and grant partners access.

1. Go to Courses → Manage and create a course.

2. Add lessons to the course and put them in order.

3. Assign partner groups or share it with individual partners so the right partners can see it.

Courses live on the Manage screen. From there you can create courses, control their access, order them, and delete them.

1. Go to Courses → Manage and select Add Course (or open an existing course to edit it).

2. Give the course a name and an optional description. The description is the blurb partners see on the course.

3. Save the course. Once saved, you can add lessons to it, assign partner groups, and share it with individual partners.

Assigning partner groups to a course is what grants partners access to it and all of its lessons.

1. Open the course from Manage.

2. In the Partner Groups section, add the partner groups that should have access.

3. Save. Partners in those groups can now see the course; removing a group removes that access.

You can share a course directly with one partner or a handful of partners, without creating a group for them. Direct shares sit alongside group access: a partner sees the course if they are in an assigned group or were added directly. The Partners card and picker work exactly as they do for a resource category.

1. Open the course from Manage.

2. In the Partners section, select Add or Remove Partners.

3. Search for a partner by company name (type at least two characters), tick the partners who should have access, and Save.

The Partners table on the course lists everyone with direct access, along with their partner group and status. Use the same button to remove a partner later; you’ll be asked to confirm.

Pin a course to keep it near the top of the browse view, and set a pin order to control where pinned courses sit relative to each other.

Open the course from Manage and use the delete action, then confirm. Deleting a course can’t be undone. Deleting a course doesn’t delete lessons that also live in other courses or categories.

1. Go to Courses → Manage and select Add Lesson. (Starting from a course pre-selects it.)

2. Enter a Title and, optionally, an Excerpt.

3. Add a Featured Image (optional).

4. Write the Body in the editor. See Add rich content to the body.

5. Add any Attachments (optional). See Add attachments.

6. Choose the course the lesson belongs to, then Save.

The edit screen includes a live Full Page | Card preview so you can see how the lesson will appear before you save.

The body uses the same rich-text editor as announcements and resources. Beyond text formatting, you can:

• Insert images — use the image button in the toolbar (or Insert → Image) to upload an image into the body; PartnerPortal hosts it for you.
• Embed a video — use Insert → Media and paste a share URL (for example, YouTube or Vimeo) to embed a player inline. Video is a natural fit for lessons.
• Add in-app links — use Insert → In-App Link to link to another screen inside the portal (enter a path that starts with /, like /leads/register). For outside websites, use the regular Insert → Link.
• Add a button — use Insert → Button to add a call-to-action button, for example to point partners at the next step after a lesson. Enter the link (a web address starting with https://, or an in-app path starting with /), the button text, and a style: Primary (filled) or Outline. Buttons use your portal’s button colors, so they match the rest of the portal automatically.

Attachments are downloadable files that sit alongside the lesson body — PDFs, videos, slide decks, and more. Add them from the attachments section on the edit screen; partners download or open each attachment from within the lesson.

Lessons play in order inside the course. On the course’s edit screen, use the lesson list to pin and rank lessons so they appear in the sequence you want. Lesson order is per-course — the same lesson can sit in a different position in a different course.

• Edit a lesson from the course or the Manage screen; saving keeps you on the page.
• Delete a lesson from its edit screen (confirm when prompted). Deleting removes it and its attachments and can’t be undone.

A quiz lesson is a lesson made of multiple-choice questions instead of a post. Partners answer the questions and submit them all at once; PartnerPortal grades the quiz and, if they reach your pass mark, marks the lesson complete. Quizzes are how you check that a partner actually absorbed the material — a quiz lesson can only be completed by passing, not by clicking “Mark complete.”

Because a quiz lesson is just another lesson, everything else about courses still applies: it sits in the lesson order, it’s gated by the course’s partner groups, and passing it counts toward course completion (and any certification the course earns).

1. Go to Courses → Manage and select Add Lesson. (Starting from a course pre-selects it.)

2. Enter a Title, choose the Course, and set Lesson type to Quiz lesson. The body editor and attachments are replaced by the quiz builder.

3. Build the quiz — set the pass mark and add your questions (below) — then Save.

At the top of the builder, set two options:

• Pass mark (%) — the score a partner must reach to pass and complete the lesson. Defaults to 70.
• Attempt limit — how many times a partner may take the quiz. Leave it empty to allow unlimited retakes.

Then add your questions. For each question:

• Enter the question text.
• Choose Single answer (partners pick exactly one choice) or Multiple answers (partners pick every choice that applies).
• Add answer choices — at least two per question — and mark the correct one(s). Single-answer questions take one correct choice; multiple-answer questions take one or more.
• Use Add choice to add options and the trash icon to remove them.

Reorder questions by dragging the handle on each question card, and collapse a card to a one-line summary to keep a long quiz manageable. Every question needs text, at least two choices, and at least one correct answer before the lesson can be saved.

Inside the course player, a quiz lesson shows all of its questions on one page with the pass mark and attempts used at the top. The partner selects an answer for each question and chooses Submit answers at the bottom — nothing is scored until they submit. After submitting, they see their score and whether they passed or failed, along with which questions they got wrong.

To keep the quiz a real check of knowledge, PartnerPortal does not reveal the correct answers — a partner who fails sees which questions were wrong so they know what to review, but not the answers. Answer choices are also shuffled on each attempt.

If a partner fails and has attempts remaining, they can Retake the quiz. Passing marks the lesson complete; the best passing attempt stands, so once a partner has passed, the lesson stays complete even if they retake it later.

When a partner opens a course, they land on the course player:

• A progress bar shows how far they are through the course.
• A lesson sidebar lists every lesson, numbered, with a check on the ones they’ve completed.
• The selected lesson renders in the main area, with its body, embedded media, and attachments.
• Previous / Next move between lessons, and a Mark complete / Mark incomplete control updates their progress on content lessons.
• Quiz lessons show the quiz instead of a Mark complete control — the partner completes them by passing the quiz.
• When every lesson is complete, the course shows a Completed badge.

Partners can share a link to a specific lesson — the course player keeps the current lesson in the URL — and jumping back into a course returns them to where they were.

Display settings on the Manage screen control how course and lesson cards appear when partners browse:

• Grid Columns — how many cards per row (2, 3, or 4).
• Show Featured Image — show or hide the featured image on cards.
• Show Date — show or hide the updated date.
• Show Excerpt — show or hide the excerpt text.
• Show View Button — show or hide the view button on cards.

Select Save Display Settings to apply your changes.

Each lesson records which partners have viewed it and who has completed it, so you can see how partners are progressing. On a lesson, the engagement history shows each partner organization along with how many of its users have viewed the lesson, whether they’ve completed it, and when they last viewed it — and you can drill in to see individual users.

Check the course’s Partner Groups and Partners sections. A partner only sees a course if they belong to a partner group assigned to it or were given direct access. If neither applies, the course won’t appear for them.

Yes. Set up a partner certification and choose which courses earn it. When a partner user completes those courses, the certification is awarded automatically, and the course page tells partners it counts toward one.

Both organize posts and control access through partner groups or direct partner shares. A course adds ordered lessons, a course player, and completion tracking — it’s built for training partners work through. A resource category is a browse-and-download library with no ordering or completion. The same piece of content can serve as a lesson in a course and a resource in a category.

No. Once a partner completes every lesson and the course is recorded as completed, that record stands even if they later mark a lesson incomplete.

No. Completion is stored for partners only. As a portal owner you can preview the completion controls, but toggling them doesn’t save anything.

Yes. Add a lesson and set its Lesson type to Quiz lesson, then build your multiple-choice questions. Partners complete a quiz lesson by passing it rather than marking it complete. See Quiz lessons.

No. Partners see their score, whether they passed, and which questions they got wrong — but not the correct answers. This keeps the quiz a genuine check when partners retake it.

As many times as the Attempt limit allows. Leave the limit empty for unlimited retakes. Once a partner passes, the lesson stays complete no matter what later attempts score.

No. A lesson’s type is set when you create it and can’t be switched. Create a new quiz lesson instead (and delete the old one if you no longer need it).