Managing Individual Partner User Details

Important

• 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.

To edit an individual partner user's details:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name in the list, to access the details view.
3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.

4. Review User details such as Name, Email, Roles, Onboarding Progress, Last Login, and MDF Access. 

   

5. Click on the user to access the details view.
6. Access the tab that includes the information you want to edit. The Partner User Profile tab appears as a default, and there will be a tab for each customer partner user form you create for Unifyr One Admin. You can configure any of these forms, to specify the data fields (core and custom partner user fields) that are included, and how the fields are displayed/managed. For more information, see Creating a Custom Form for Unifyr One Admin.
7. Click Edit in the tab. 
8. Edit the user's information as required.

9. [Optional] Check whether the user has opted in to receive supplier emails - see the Email Opt In field in the right-hand information box.

   

10. [Optional] Check when the user last logged into the partner portal, in the Last Login field in the right-hand information box. If the user has never logged into the partner portal, you can click the Resend the Welcome Email? link. This resends the welcome email to the user, encouraging them to log in and set up their password for the partner portal.

    

11. Click Save when you’ve finished your changes.