Editing a Partner's Profile and Custom Fields

Important

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 profile details for a specific partner account:

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 Profile.

4. Choose the tab that includes the information you want to edit - the Partner Profile tab is provided as a default. You may see other tabs if you've configured custom forms for your partner data.

   

   For information about managing custom partner forms, see Custom Forms and Form Configuration.

5. Click Edit. 
   • The form can include Unifyr One's core partner data fields (Internal Name (supplier facing), Display Name (partner facing), SSO Company ID, Additional Lead Notification Recipients, Website URL, Partner Address, Country), and your custom partner fields. You can create custom partner fields to capture your required information when partner accounts are created and then use that as a filter for various channel actions. For information, see Custom Fields
   • When editing Country, you will either have the option to select a country from a dropdown or type in the ISO Country Code. The option that is available to you is dependent on your Countries settings.
6. Make the changes to the form as required.
7. Click Save at the bottom of the page once your edits are completed.