Terms and Conditions (T&Cs) are the legal agreements between a service provider and a person who wants that service.
In recent years, many new laws have come into effect to protect consumers from having their personal data exploited by unscrupulous vendors. These laws layout requirements and obligations for data processors and owners with regard to personal data. Zift Solutions acts as your data processor and manages data collection on your and your partners' behalf. We require at least one user in the partner account to acknowledge this as part of our T&Cs. In addition, suppliers may have their own T&Cs that partners must accept before participating in the channel program.
You can see our Terms and Conditions (T&Cs) on our Legal Notices page.
Note about Sensitive Partner Data
Sensitive data (such as names of accounts/leads/social media contacts) that a partner inputs into the platform does not get shared with you, the supplier. You are able to see aggregated metrics relating to a partner’s use of the platform, for example, the number of social posts that a partner executed; but are unable to see identifiable information unless a partner chooses to share that data with you, for example, by registering a lead. This is set out in our terms of service. The wording sets out that a Customer will only process this data if a Partner shares the data with them.
Unifyr One provides the option to translate the advisory text for your T&Cs into multiple languages. For more information, see Translate Terms & Conditions.
Access to these areas of Unifyr One are, or can be, controlled by Terms & Conditions:
- Partner portal access - Unifyr T&Cs
- Partner portal access - supplier T&Cs (optional)
- Use of certain types of collateral
Partner portal access - Unifyr T&Cs
Partners must agree to the Unifyr T&Cs to access their Unifyr One partner portal account. Typically we allow 30 days for acceptance of the Unifyr T&Cs, from the date of the first partner login, but it is subject to change.
Any user of any role can accept them on behalf of the whole partner organization.
On the partner portal, the Unifyr T&Cs are presented first. The elected partner user has the option to download, print, or expand the view. Ideally, they will click accept and no further request will be made until we update our T&Cs. The partner can also click to Continue to the application without accepting the T&Cs.
If the T&Cs are not accepted within the defined time frame, the partner will no longer be able to log into the portal.
Unifyr T&Cs are pre-built and automatically executed via the portal - you don't need to do anything.
Partner portal access - supplier T&Cs (optional)
Suppliers may also upload their own T&Cs for partners to accept before they can participate in their channel program. This is optional. The supplier-provided T&Cs must also be accepted before a partner can access the partner portal.
If you wish, you can create different T&Cs for different Partner Groups. They will be presented to new partners the first time they log into the partner portal.
There are three options for partners to accept your own T&Cs - you decide which one to use, when uploading the T&Cs in Unifyr One Admin:
- The Administrator accepts the T&Cs on behalf of all users
- Any single user accepts the T&Cs on behalf of all users
- Every user must approve the T&Cs themselves
You can also specify that partners or users accepting T&Cs will be automatically opted in to receiving emails from you.
For more information, see Upload Supplier Terms & Conditions.
Administrator accepts the T&Cs on behalf of all users
Non-Administrators can either select Continue to the application (without accepting the T&Cs) or Alert Account Administrator.
If they choose Continue to Application, they can use the partner portal until the deadline for the Administrator to accept the T&Cs has passed.
If they click Alert Account Administrator, an email is sent to the partner Administrator users, advising them that they must accept the T&Cs on behalf of the partner organization. The user can't log in to the portal until they do.
If there is no administrator user in the partner account, the user is directed to contact their supplier.
Any single user accepts the T&Cs on behalf of all users
The first user in a new account to log in to the portal, or the first one in an existing account to log in after the T&Cs have been updated, is asked to agree to the T&Cs on behalf of the organization. Once they've confirmed, no further request is made to any other user.
Every user must approve the T&Cs themselves
Every user, including the Administrator, sees a checkbox on their login screen to confirm that they accept the T&Cs.
If you have added your own T&Cs, they will follow the Unifyr T&Cs. The partner can't access the portal until they accept your T&Cs. Just like the Unifyr T&Cs, the partner can download, print, or expand the view of the supplier T&Cs.
You can specify that partners or users accepting T&Cs will be automatically opted in to receiving emails from you. This is done when uploading the T&Cs to Unifyr One Admin. For more information, see the Upload Supplier Terms & Conditions section of this article.
Use of certain types of collateral
Suppliers may provide T&Cs for certain collateral types, to help control access to content.
If a certain type of collateral has T&Cs attached, eligible partners browsing for assets see a banner inviting them to accept the T&Cs for content of that type. When they accept, any assets of that type are made available to them.
The user clicks View to open the T&Cs for review, then checks the acceptance confirmation to accept them and make the collateral available.
If they don't accept the T&Cs:
- The assets of the collateral type are not presented to them when they browse for collateral
- The banner appears every time they browse for collateral in later sessions
Before You Begin
Have a PDF file of your Terms & Conditions ready.
Create Partner Groups if you want to filter your T&Cs this way.
Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations
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