Viewing and Customizing the Partner Accounts List

To view your list of partners, navigate to Partner Management > Partner Explorer > Partner Accounts.

Partner Account View.png

You can use filter options to search and organize the data.

Filters Description
Status

The status of the Unifyr One subscription: 

  • Active Unifyr One subscriptions are currently in use by subscription holders for live deployments of the provided content.
  • Inactive Unifyr One subscriptions were once active but have since been deactivated. 
  • Test Unifyr One subscriptions are issued for demo purposes only and are not to be used for true deployments. 
Partner Groups The Partner Group(s) to which partners belong.
Created

The date on which the partner account was created.

Enter a start and end date to gather data for ranges of time such as monthly, quarterly, and annually.

More

Custom Partner Fields that are unique to each partner.

Toggle a filter for each custom field on or off by checking the corresponding box. 

Clear All Reset all filters and display all partner accounts.

You can also customize the columns on the list to view the most relevant information at a glance. 

  1. On the Partner Accounts tab, click the Column Configuration icon.

    Click Partner Account Double Column Icon.png

  2. In Column Configuration, drag-and-drop columns from Available Columns to the Selected Columns area to make them visible in the list.

    Add Partner Column.gif

    The columns available to you will include default Partner fields (for example, Name, Status, and Created Date) and any custom Partner fields you have built in your account. For information about custom fields, see Custom Fields.

    Alternatively, hide a column by clicking the X next it in the Selected Columns area.

    Remove Partner Column.gif

  3. Click Save.
  4. If you are an Administrator, you can check the Save As Default option to save this configuration for all users in your Unifyr One Admin account. A user can override your definition by setting up their own column configuration.

    Save As Default Partner View.png

You can also view the individual partner details by clicking on the partner name.

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