Partner User Roles Overview

Permission Required

Only supplier users with the role Administrator can edit Partner User Roles.

Unifyr One offers flexibility in controlling access to content. In your partner portal, your partners see information specific to their roles or their segment/tier within your program. You determine the roles and the access.

To manage access to content on your partner portal, Unifyr One has three default user roles: Administrator, Marketing, and Sales. You can define your own custom partner user roles and use them in the rules for partner filters and partner groups.

You can choose who is allowed to assign partner user roles - only the supplier or the partners' Admin user(s) too. Additionally, you can set a default role that new users will automatically have assigned to them.

You manage your available partner user roles in Partner Management > User Explorer > Manage Roles.

For information on assigning these roles to partner users in Unifyr One Admin, see Manage Individual Partner Details, and go to the Manage Individual User Details & MDF Access and Bulk Manage User Roles sections.

Unifyr One allows you to define the level of visibility that each Partner User Role has of distributed and registered leads.

• All Leads - Users with the role see all leads regardless of who is assigned to them

• Assigned Leads - Users with the role can only see leads that are assigned to them, or leads that are unassigned

  The setting applies to leads distributed to the user by the supplier, or leads registered in the portal by the partner admin and assigned to to the user.

Unifyr One provides the option to translate default and custom Partner User Roles into multiple languages. For more information, see Translate a Partner User Role.

Before You Begin

You should have a clear understanding of what functions the user will perform and grant the minimum necessary rights to perform the required tasks.

Notes

• If you are using SSO, you can assign roles to new users by inputting the Name, Email Address, and list of Unifyr One Partner User Roles that you’d like the user to have. Upon first-time login to Unifyr One, the partner user will be assigned the designated roles if they match in Unifyr One. If the Partner User Roles provided do not match, the user will be assigned the Default Roles you have set in Unifyr One.
• If you have a Salesforce integration, you can assign Partner User Roles to new and existing users. You can set up a Role in Salesforce with a custom field in the format ‘z123user.role’. This will then match up to the existing Partner User Role in Unifyr One. Roles that exist in Salesforce but do not exist in Unifyr One will not be assigned to users.
• If you have questions about your specific set-up, submit a request for information to your Unifyr One team .

 Training

Learn more with our training course:

• Partner Management - Partner User Roles

You will be prompted to log into your CustomerONE account to access the links.

Related Topics

• Manage Individual Partner Details