Pending Partners View

Pending partners have a status attached, which indicates their current step in the registration process. You can filter the list by this value. We show only the pending partners that require your attention by default, but you can use the filter to view previous registration requests.

To view the list of pending partners, navigate to  Partner Management > Partner Explorer > Pending tab. 

Pending partner.png

Note

In Unifyr One Admin, administrator users and users that have the Allow Access to All Pending Partners/Users setting enabled can see your Pending Partners list. For more information, see Allowing Users to Approve Pending Partner Requests.

You can use filter options to search and organize the data in the Pending view:

Task Name  Description
Status

The status of the partner's registration: 

  • Pending - The prospective partner has completed the registration and is awaiting approval from the supplier.
  • Rejected - The supplier has rejected the registration of a prospective partner. 
  • Match Pending - 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 Unifyr One finds a match, the supplier will be given the option to Add User to the existing partner account. If they select this option, the partner is given a status of Match Pending while the supplier waits for administrators of the current partner account to approve the new user. The supplier can elect to Resend Approval Request to the Administrators of the existing partner account.
  • Matched - In the scenario above, once an Administrator of the current Partner account approves the new user, the partner will be given the status of Matched. The supplier can click View in Partner Explorer to be taken to the partner account to which the new user has been onboarded.
More

Custom Partner Fields that are unique to each partner.

Toggle a filter for each custom field on or off by checking the corresponding box. 

Clear All Reset all filters and display all pending partner accounts.
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