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# How to Manage Your Partner Content Library

# How to Manage Your Partner Content Library

**In this article:**
* Overview
* How to add content to your Partner library
* How to make content available to customers
* How to sync content down to customer accounts
* Things to keep in mind
* FAQs
* Who can do this

## Overview

**Partner Portal → Content** is your Partner content library — the private library items you own as a partner. From here you can create content, mark items as available to your customers, and push copies of content down into your customer accounts. There are two distinct mechanisms to understand: making content **available to customers** (so it can be granted to accounts), and **syncing** content (which copies it into the libraries of the accounts you choose). This article covers both.

## How to add content to your Partner library

1. Go to **Partner Portal → Content**. The header shows a count of your private library items.
2. Click **Add Content** to open the content creation drawer.
3. Create the content using the same content-creation flow as the main Library.

The table lists your items with columns for Title, Type, Source, Category, **Available to Customers** (Yes/No) and Modified, plus per-row actions (a sync button, **Open in Library**, edit and delete).

## How to make content available to customers

Making content available to customers is done in bulk from the content table.

1. On **Partner Portal → Content**, tick the checkbox on each item you want to update.
2. Click **Edit N private library items** in the toolbar to open the bulk-edit modal.
3. Turn on **Is Available for Purchase (for your customers)** — the toggle reads **Is Available** when on and **Is Private** when off.
4. Optionally set the **Category** and the **Restricted to admins** toggle in the same modal.
5. Click **Update N private library items** to save.

> **Note:** The wording differs slightly between the two places: the table column reads **Available to Customers**, while the bulk-edit toggle says **Is Available for Purchase**. They control the same thing — whether an item can be granted to your customer accounts.

Once an item is available to customers, it can be granted to individual accounts via the **Paid Content** action on that account's detail page (see "How to Edit a Customer's Subscription Details").

## How to sync content down to customer accounts

Syncing pushes a copy of an item into the libraries of the customer accounts you select. The sync button appears on a row only once that item is available to customers.

1. On **Partner Portal → Content**, find a row that's marked available to customers.
2. Click the **Sync content to sub accounts** button (the sync icon) in that row.
3. The "Sync {type} to sub accounts" modal opens, explaining: "This will sync the {type} to the selected accounts. This will not affect the original {type} in the main account. To sync all leave the accounts blank."
4. Choose the target accounts, or leave the selection blank to sync to all of them.
5. Click **Sync**.

Syncing runs in the background: you'll see "Syncing … This may take a few minutes and you will be notified when it is complete", with a reminder to "Please do not close this page" while it runs.

## Things to keep in mind

* **Available vs sync are two different things.** Marking an item **Available to Customers** makes it grantable to accounts (via Paid Content); **Sync** actually copies the item into the selected accounts' libraries. You typically make an item available first, which is also what surfaces its sync button.
* **Syncing copies the content.** It doesn't affect the original item in your Partner library — the accounts receive their own copy.
* **Leaving the account selection blank syncs to all accounts.** Select specific accounts if you only want some of them to receive the content.
* Syncing runs in the background and can take a few minutes; keep the page open until it finishes.

## FAQs

**What's the difference between making content "available to customers" and syncing it?**
Making an item available (via the bulk-edit **Is Available for Purchase** toggle) lets it be granted to accounts through the Paid Content action. Syncing copies the item straight into the libraries of the accounts you choose. They're separate steps for separate purposes.

**Why can't I see a sync button on some rows?**
The **Sync content to sub accounts** button only appears on items that are marked available to customers. Make the item available first, then the sync button will show in its row.

**Why does the column say "Available to Customers" but the toggle says "Available for Purchase"?**
It's just different wording for the same setting — both control whether the item can be granted to your customer accounts.

**Does syncing change the original content in my Partner library?**
No. Syncing creates a copy in the selected accounts and doesn't affect the original in your main account.

## Who can do this

Managing the Partner content library is a Partner Portal action, available to administrators of a Partner account — typically the **Owners** and **Admins** of the partner organisation. The Partner Portal is only visible within a Partner account (regular customer accounts don't see it) and is hidden from **Restricted** users. If you can't see **Partner Portal → Content** in your sidebar, your account isn't a Partner account or your role doesn't have access.
