If you do not have the partner domain matching feature or auto onboarding configured, you can approve or reject potential partners manually. Once potential partners are approved, an account is created in Unifyr One. The partner will have access to the partner portal after creating a password and agreeing to the Terms and Conditions.
For information on approving partner requests when domain matching is active, see Potential Partner's Pending Registration with Partner Domain Matching.
- Navigate to Partner Management > Partner Explorer > Pending.
- Find the partner's name in the list and click on it to open the account information.
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Click Approve as New Partner to add a new partner account. The potential partner is sent a welcome email asking them to create a password for their account.
Here is an example of the welcome email sent to approved potential partners:
The potential partner can then enter a password for their new account and accept the supplier's Terms and Conditions. Once they've accepted the Terms and Conditions, the partner will have access to your Unifyr One partner portal.
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