Your Partner Portal

Overview

Your Partner Portal is the website you provide for your partners to connect with your channel program. Your portal administrator can configure it to your own specifications to ensure that your partners have the best experience and have access to the most engaging content.

For an overview of the options available to you, see About the Unifyr One Partner Portal.

The sections below outline the steps and knowledge base articles you will need to configure your portal in Unifyr One.

Before You Begin

We recommend that you have a clear plan about the audiences, purpose, and use of your Partner Portal sites.

Contents

Click on the + to expand the instructions for the desired information.

Site Navigation

The navigation (sitemap) for your Partner Portal is managed in the Partner Portal > Site Configuration area of Unifyr One.

See our Manage Site Configuration and Navigation article for more information about:

• Setting up the Site Views to provide to your various Partner Groups
• Using the standard Feature Pages and Bundles provided by Unifyr One
• Including your own Custom Pages in your site
• Managing page visibility

Portal Settings

The general configuration settings for your Partner Portal are managed in the Partner Portal > Site Configuration area of Unifyr One.

See our Manage Site Configuration and Navigation article for more information about:

• Branding/styling your site

• Configuring language options

  Our About Translations article contains information on translating your site, if this is enabled

• Setting site details, such as the portal's name and the options for partners to contact support
• Adding a personalized footer to the site
• Managing custom domain and SSL settings

Providing Terms & Conditions of Use

The Unifyr One portal supports the requirement for partners to accept both Unifyr Terms & Conditions (T&Cs) and your own, if required, before accessing your Partner Portal. 

Visit our About Terms & Conditions of Service article for more information.

Portal Login, Passwords, and Authentication

When you create a new partner user, they receive a welcome email with a confirmation of their username. They can follow the link in the email to activate their account and set their password.

They should set a strong password to secure their account. Here are our password requirements:

1. Be at least 8 characters long
2. Contain digits
3. Contain an uppercase letter
4. Contain a lowercase letter
5. Contain a special character
6. Not match any of the last 10 passwords
7. Tip: Avoid personal information such as initials, nicknames, pet or child names, birthdays, street names, etc.

To log in to the partner portal, partners will:

1. Navigate to the login page of the portal. 
2. Enter their portal email and password.
3. Click Sign In (or equivalent - what they see depends on what you've configured in their Logged Out view of the portal. For more information, see About Site Configuration.

You can enable 2-Factor Authentication (2FA) for your portal. If the option is enabled, a user logging in to the portal will receive a One-Time Passcode (OTP) by email when they’ve successfully entered their username and password. They can then enter this code to verify their identity and continue with login.

If they check the Remember me on this device option, the code, once successfully used, will remain valid. They won’t need to authenticate again.

Notes about 2FA

2FA is enabled/disabled with the App Setting Enable Unifyr Two Factor Authentication. Submit a request to your Unifyr One team if you want to have it implemented.

If the user forgets their password once they've set it, they can use the password recovery process:

1. Click Forgot Your Password? on the portal login screen.

   

2. Enter their email address in the Email Address field.
3. Click Send.
4. If the email address is associated with a partner user account, they'll receive an email message. They can click the link in the email to reset their password.
5. If they don't receive the email, have them check their spam and junk folders. For more information, see Why did I not receive the Unifyr One Password Reset email?

Posting Messages to your Partner Portal

You may want to add post dynamic content or updates, such as company news, product updates, blog posts, to all the partners accessing your site. Unifyr One provides a Portal Posts feature to support this, with a Feature Page you can add to your site.

Visit our Portal Posts article for more information.

Using a Partner Locator

You can add a Partner Locator to your site, which potential buyers can use to browse for partners and register their interest in your products.

Visit our About Partner Locators article for more information.