> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Types: Adding Granularity Within Your Programs

> Understand how partner types differ from partner programs, and learn how to add, rename, remove, and reorder types in Account Settings.

Partner types give you an extra layer of classification for your partners beyond what programs alone provide. Before adding any types, it's worth understanding how they differ from programs — the two concepts work together but serve distinct purposes.

## Partner types vs. partner programs

A **partner program** defines the commercial and operational framework a group of partners operates within — the go-to-market motion, tiers, benefits, rewards, and portal experience. A **partner type** is a finer label you attach to a partner within a program to describe *what kind* of business they are.

For example, you might have a single **Referral Partner Program** that contains partners of three different types:

* **Agency** — marketing agencies that refer clients
* **Consultant** — independent consultants who advise customers
* **System Integrator** — technical firms that implement solutions

All three live under the same program and share its rules and rewards. The type label simply helps you filter, report on, and communicate with each subset separately.

<Note>
  Partner types are entirely optional. If all the partners in a given program are the same kind of business, you don't need to create any types for that program.
</Note>

## When to use partner types

Use partner types when you need to:

* Distinguish between different business models within one program (e.g., agencies vs. freelancers)
* Filter partner lists or reports by a more specific category
* Tailor communication or workflows to a particular kind of partner inside a broader program

Do **not** create separate programs just to represent different kinds of partners — that's what types are for.

## Manage partner types in Account Settings

Partner types are global across your account, not specific to one program. You manage them from **Account Settings**.

<Steps>
  <Step title="Open Account Settings">
    Click the **menu in the top-right corner** of Kiflo and go to **Account Settings**.
  </Step>

  <Step title="Navigate to Partner settings">
    In the left-hand menu, click **Partner settings**.
  </Step>

  <Step title="Open the partner type configurator">
    Click the **Configure** button next to the partner types section.

    You will see the current list of partner types. Kiflo ships with a set of predefined types, but you can change them to match your ecosystem.
  </Step>

  <Step title="Make your changes">
    From this screen you can:

    * **Add** a new partner type by entering a name and confirming
    * **Rename** an existing type by clicking its name
    * **Remove** a type you no longer need
    * **Re-order** types by dragging them into the preferred sequence
  </Step>

  <Step title="Save">
    Click **Save** to apply all changes. The updated list of types will be available immediately when creating or editing partners.
  </Step>
</Steps>

<Warning>
  Removing a partner type that is already assigned to partners does not delete those partners — it simply removes the type label from them. Review assignments before deleting a type you've been using.
</Warning>