Potential Partner's Pending Registration with Partner Domain Matching

If Domain Matching is activated, Unifyr One will automatically try to match a partner to an existing partner based on their email domain - looking for any existing users who have the same email domain. If there is a unique match, the registration is routed directly to the partner to approve - all partner administrators will receive an email notification, and can view them on the User Management page on the partner portal. If Unifyr One does not find a match, or finds multiple matches, the supplier must decide whether to create a new partner account or to attach the new record to an existing partner account.

1. Navigate to Partner Management > Partner Explorer > Pending.
2. Find the partner's name in the list and click on it to open the account information.
3. If there are email domain matches in the partner detail view, select one of the following:

   • Click Approve as New Partner to create a new partner record.

     A welcome email is sent to the user to complete their registration.

   • Click Add User to add the user to an existing partner account.

     The registration is sent to all the existing partner's Administrators to review.

     

     This is an example of the email a Partner Admin will receive:

     

Disable Matching

If you do not wish to use automatic domain matching, submit a request to have the option disabled to your Unifyr One team.