The Region Settings allow you to define and manage the different geographic Regions of your partner program. Having Regions allows you to view reports segmented by geography. Organizations such as Partners, Distributors, and End User Accounts are automatically assigned to Regions based on your defined settings. 


To combine two Regions into a single Region or move countries from one Region to another, go to Settings > Portal Configuration > Region Settings and select the "Actions" buttons next to one of the Regions you wish to combine or update > Edit. 

Region Settings Page


From there, you can rename the Region and add or remove countries/states from the selected Region using the following steps:

  • To rename the Region, update the "Name" field. 
  • To remove a country/state, click the "X" icon next to the country/state you want to remove.
  • To add a country/state, click within the "Countries/States" field or click the caret icon on the right. The system will then prompt you to select values to add to the Region. You can also use the search bar to find specific countries/states.



After saving your changes, you'll be taken back to the Region Settings page, where you can delete the Regions you combined into one Region or continue editing existing Regions using the "Actions" buttons next to each Region. 



Frequently Asked Questions (FAQs):


Q: What happens if I delete a Region that has countries/states in it? 

A: Countries/States that are not associated with any Region are automatically added to the "Unassigned/No Region" Region. 


Q: Can Regions be defined using zip codes? 

A: It's not possible to define Regions using zip codes. 




Learn more about Region Settings in the below support articles: