Creating a New Partner User

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.

You can add a new user to a partner account and provide them with the necessary access.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Users. This will show you the users that have access to this partner account.

4. On the top right-hand corner, click Create User.

   

5. In the pop-up, fill out the required fields: Email, First Name, Last Name, User Roles (including Custom Partner User Roles).
   • If the email address provided is already in use in another partner account, you will see a message notifying you of this.
   • If you are using SSO or have an SFDC integration, we recommend reading through the Partner User Roles page to understand how to assign roles via those channels.
   • You can create and use custom fields for partner user information. They're visible in the user's profile once their setup is complete. For more information, see Custom Fields.
6. Add Mobile Phone and Office Phone numbers, if required - these are optional.

7. Once you’ve completed the fields, click Create. To undo the action, click Cancel.

   You will see an error message if the user already exists. 

8. The user will now show under the Users tab within the partner account. A welcome email will be sent to the user prompting them to log in to the partner portal.