Viewing and Customizing the Partner Users List

To view your lists of all your partner users, navigate to Partner Management > User Explorer.

admin_partner_user_explorer.png

In the Pending tab, you can see a list of users whose registration is awaiting approval.

admin_partner_user_explorer_pending.png

You can view an individual user’s details by clicking on the user name. This will take you to the Users tab of the partner account in Partner Explorer. For more information, see Managing Individual Partner User Details and MDF Access.

You can use filter options to search and organize the data in the lists.

Filter Description 
Partner Status

The status of the parent partner’s Unifyr One subscription: 

  • Active Unifyr One subscriptions are currently in use for live deployments of the provided content.
  • Inactive Unifyr One subscriptions were once active but have since been deactivated. Inactive users can't log in to the Unifyr One portal but their record is maintained for reference.
  • Test Unifyr One subscriptions are issued for demo purposes only
Partner The partner account to which users belong.
Partner Groups The Partner Group(s) to which users belong.
Roles The role(s) given to users to control their access to the portal and its content.
Status

The status of the user account:

  • Active - live
  • Inactive - once live, have been deactivated but still exist. 
Created

The date on which the partner user account was created.

Enter a start and end date to gather data for ranges of time such as monthly, quarterly, and annually.

More

Custom Partner User Fields that are unique to each supplier/partner.

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

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

You can also customize the columns on the list to view the most relevant information at a glance.

  1. In the Users list, click the Column Configuration icon.

    admin_partner_user_explorer_column_config.png

  2. In Column Configuration, drag-and-drop columns from Available Columns to the Selected Columns area to make them visible in the list.

    The columns available to you includes default Partner User fields (for example Name, Email, Status, and Created date) and any custom Partner User fields you have built in your account. For information about custom fields, see Custom Fields.

    Alternatively, hide a column from the list by clicking the X next it in the Selected Columns area.

    admin_partner_user_explore_column_config.png

  3. Click Save.
  4. If you are an Administrator, you can check the Save As Default option to save this configuration for all users in your Unifyr One Admin account. A user can override your definition by setting up their own column configuration.

You can also view an individual user’s details by clicking on the user name. This will take you to the Users tab of the partner account in Partner Explorer. For more information, see Manage Individual Partner Details.

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