Adding Custom Partner Views of a Site

A Custom Partner View is a portal experience (set of pages) organized and designed for a specific partner group and/or language. Custom Partner Views work well if you’d like to create completely different portal setups for distinct segments of partners, for example to support regional differences.

Useful Tips:

• All pages in a view are only visible to a specified partner group or groups. This allows you to display different content to authenticated users according to the groups they belong to. The view will only be shown to users who meet the view requirements.
• The Custom Partner Views are evaluated sequentially and any user who does not meet the conditions for any of the Custom Partner Views will be shown the Default Partner View.
• A user can still access a page outside of the view if they have the specific URL. This functionality allows suppliers to link to pages outside of the Partner Views in the Partner Portal.

This procedure assumes that you have previously created the site. To create a view of a site, do the following:

1. Navigate to Partner Portal > Site Configuration.
2. [Optional] Click on the site URL to open a partner portal view of the site in a new tab. This is useful to view the effect of changes to site configuration as you make them. You will need to refresh the page each time you save changes.
3. Click Create View.

4. In View Details, provide this information:

   • Name - The name/identifier of the custom view
   • Partner Groups - The partner group(s) that will see this view. You can use the Advanced option to create an adhoc partner group that will only be used for this view.
   • View Languages - The languages in which this view will be presented. Choose from the list of language defines in the general Site Settings. For more information, see Managing Site Details.
   • Active/Inactive - Toggle the setting to publish/unpublish your view from the partner portal. The default value is Inactive.

   

5. Click Apply.

6. [Optional] Use the New Header option to add headers to the site navigation. Complete this information for each one, as applicable:

   Parameter	Type	Description
   Name	Text	The header label
   URL	Text	[Optional] If the header links to a web page, the URL of the page You can use Unifyr One merge fields in the field, as placeholders for information that will be dynamically generated when a user accesses the header: {{firstname}} {{lastname}} {{companyname}} {{email}} {{ssocompanyid}} {{partnerexternalid}} {{userid}} {{userexternalid}}
   Visibility	Dropdown	The partner group(s) that will see this header

   Note

   You are permitted to add feature pages and custom pages directly to the navigation, without needing headers. In this case, the title of each page will be used as the header title in the navigation, although you can change these in the Page Details for each.

7. Drag-and-drop Custom Pages, Feature Bundles, and/or Feature Pages into the view. You can use the arrows to move the pages between the three levels of the menu.

   

   Note:

   • Only pages that are set to Active will appear in the list of available pages.
   • New pages that are dragged into a view will be added to the same navigation level as the page they are placed beneath.
   • Headers can only be moved to the third-level navigation if they use a link.
8. [Optional] Click Feature Bundles to select feature-specific predefined page sets. You can add them using the same click-and-drag approach.
9. [Optional] Open the Feature Pages section to view and select individual feature pages to add to your site. When adding individual feature pages, consider adding the sibling page too. If you add Upcoming Posts you should add the Post History page as well. Other examples are Emails and My Emails, Browse Campaigns and My Campaigns, Browse Collateral and My Collateral. 
10. [Optional] Click on each item in the navigation, and use the right-hand Page Details area to update these details:

    • Name - the name of the item as it will appear in the navigation

      Editing this will change the page's name in the navigation, but the original page name will remain in place for the partner. 

      The original page name displays underneath the named page title in the structure.

      You can use this field to add translated page names. If you want to translate the whole view navigation, including all page names and headers, into a different language, choose the required language in the language dropdown for the view before adding the translated page names. This allows you to maintain the English and non-English versions of the view.

    • URL

      The URL for a link to a web page

    • Visibility

      Restrict the visibility of the item to specific Partner Group(s).

11. Click Save to save the new view.

12. To publish this view to the partner portal, click the pencil icon next to the Custom Partner View name.

    

13. In the pop-up, set the Inactive/Active toggle to Active and click Apply.

    

Note: If a user meets the conditions to view a Custom Partner View, they will not have access to the Default Partner View. Any pages that you want to make available to both Custom Partner View and Default Partner View users must be included in the structure of both. All users will see the same Logged-Out homepage.