Removing a User from a Partner Account

Important

  • You can only delete a user account if it is at status Inactive.
  • Deleting a user is a permanent action - it can’t be undone. Leave the account at Inactive status if you think it may be required later.
  • If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.
  • If you notice field editing restrictions on some partner accounts, they are legacy accounts and as a result, some fields cannot be edited - including the ability to delete a user.
  1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
  2. Click on the partner name in the list, to access the detail view.
  3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.
  4. Filter the Users list to show Status = Inactive only, if applicable.
  5. Find the inactive user whose account you want to delete, and click on it to open it for edit.
  6. Click ... > Delete User to remove this user’s access to the partner portal.

    Caution

    A deleted partner user cannot be recovered, this includes any related data, any personalization and user data generated in the portal.

    admin_partner_user_reactivate_delete.png

  7. You are asked to confirm that you want to proceed with deleting the user. Click Delete to continue.
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