Adding a Provider and Activating the Account

To add a provider account to Unifyr One:

  1. Navigate to Partner Management > Providers.
  2. Click Add Provider.
  3. Complete these fields to add the provider.

    Parameter  Type  Description
    Provider Name   Text The name of the provider.
    Admin First Name  Text The first name of the person who will manage this provider account. It will be used to personalize communications. 
    Admin Last Name  Text The surname of the person who will manage this provider account. It will be used to personalize communications. 
    Admin Email  Text The email address of the person who will manage this provider account. It will be used for all communications relating to this provider account, including quote requests and other messages.
  4. Click Save.

The new provider's administrator will receive an email with a link to activate their account.

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Once the Provider account has been created, you can edit the provider account details and user information. For more information, see Manage Individual Provider Details.

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