Creating a New Provider 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 provider account and provide them with the necessary access.

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 that have access to this provider 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).
   • At least one user must be given Admin access to be able to edit their Company Profile and Provider Locator Profile (if applicable).
   • 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.

6. Once you’ve completed the fields, click Create.

   If you’d like to undo this action, click Cancel.

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

   This is an example of the email your user will receive: