When a prospective partner applies to join your Unifyr One partner program, either by invitation or via self-registration on the portal, they complete an application form and submit it to you. The next steps depend on your system setup - their request will either be auto-approved (known as Auto-Onboarding in Unifyr One) or you'll need to review and approve/reject their application.
If you are required to accept partner applications, each prospective partner's details will wait in the Pending Partners queue (Partner Management > Pending Partners) for attention.
You decide how partner applications should be processed during your system implementation phase. These options are available:
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Partner Auto Onboarding
- On - any partner that registers is automatically approved and no partner vetting takes place.
- Off - partners must be approved by the supplier before they have access to the partner portal.
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Domain Matching
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On
- Potential partners whose email domain does not match an existing partner's domain will be auto accepted and the account will be created for this partner. This partner passes to the status of Partner Activated. You can see this partner immediately on the Partner Management > Partner Explorer list.
- Potential partners whose email domain does match an existing partner’s domain will appear on the Partner Management > Pending Partners list. You have the option to add the potential partner as a new account or to add it as a user to an existing partner’s account.
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Off
- All potential partners will pass to a status of Pending.
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You manually approve or disapprove every new partner request in Partner Management > Pending Partners.
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On
When you approve a pending partner request, an email is sent to the partner to create a new user on the partner portal.
When a partner has been approved, they're listed in the Partner Management > Partner Explorer > Partner Accounts list. The partner administrator will be able to use the Unifyr One partner portal to add users, take training, build marketing campaigns, follow up on leads, etc.
This diagram shows the workflows for partner registration in Unifyr One.
Before You Begin
- Create an email confirmation for potential partners.
Training
Learn more with our training course:
You will be prompted to log into your CustomerONE account to access the link.
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