Managing Individual Provider User Details and MDF Access

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.

To edit these details for a specific provider account:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Users. This will show you the users in this partner account.

   

4. In the Users list, review User details such as Name, Email, Roles, Onboarding Progress, Last Login, and MDF Access.
5. Click on the user to get to the User Details view and edit user information, roles, and manage their MDF access.
   • [Optional] Last Login in the grey box on the right-hand side displays the last time the user logged into the Partner Portal. If the user has not logged in, you can click Resend Welcome Email?.
   • [Optional] Click Edit to enable/disable MDF Access for this user. If this option is not available, submit a request to your Unifyr One team.
   • Click Save when you've completed your changes.
6. The user details view also includes a ... menu, with these options:
   • [Optional] Onboarding Progress - click to view or update the user's progress in completing your Onboarding tasks. Click Apply.
   • [Optional] Deactivate User / Reactivate User - click to manage the status of the user's account. 

   • [Optional] Delete User  - click to remove an inactivate user’s account. This is a permanent action and can't be undone.

     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.