Adding a Unifyr One Admin User

This procedure allows you to add an internal Unifyr One Admin user.

1. Navigate to   > Settings > Users.
2. Click Create User.

3. Provide this information as required:

   Label	Type	Description
   Email	Text	The email address for the new user.
   First Name	Text	The given name of the user.
   Last Name	Text	The family name / surname of the user.
   Role	Dropdown	Select the role which is most appropriate for the new user. Only one role can be selected. Click Manage Roles to learn about the available role types and their permissions in your Unifyr One Admin account.
   Partner Data Restrictions	Dropdown	[Optional] If Agency User, Channel Account Manager (CAM), or Distributor is selected in Role, you can limit the user's access to partner data by assigning certain Partner Groups. For example, you can assign a Partner Group based on a Partner Profile of Account Manager, which includes all partners who have a specified user as their Account Manager. You can click the Advanced link underneath the dropdown to select specific partners or create adhoc partner rules for this usage only. For information on using the Advanced Rules window, see Use Ad-Hoc Partner Groups. The user will be able to view data related to any partner belonging to any of the selected partner rules/groups. If no partner rules/groups are selected, no restrictions are applied and the user is able to see data from all partners. The Leads and Deals pages and the Analytics & Reports pages are also subject to the partner rule/group restriction for this user.
   Mobile Phone	Number	[Optional] Mobile telephone number of the user.
   Office Phone	Number	[Optional] Work telephone number of the user.
   Language	Dropdown	[Optional] Select the user's preferred language.
   Timezone	Dropdown	[Optional] Select the user’s preferred timezone.
   Country	Dropdown	[Optional] Select the user’s country.
   SSO User Id	Dropdown	Note: This field is available for suppliers with SSO enabled.  [Optional] If the user has an SSO User Id, input that information here.
   Additional Permissions - Can Impersonate	Checkbox	[Optional] The ability the user has to assign and manage impersonation rights. The availability of this list depends on system setup and the role of the user being created. Can Impersonate - select to allow the user to impersonate a partner portal/user account. For more information, see Impersonating a Partner Account/User (add link) Enable contacts and leads export while impersonating - if Can Impersonate is enabled, and the universal export permission is disabled (see below), you can set this property to give the user permission to export lists of contacts and leads when they're impersonating another user. If your Unifyr One team has given you permission to allow your users to impersonate and login to portal as partner users, they can also provide/deny permission for users to export lists of contacts and leads from the portal when they are impersonating someone else. There are two options for this permission to export: Universal - all Unifyr One Admin users (enabled by your Unifyr One team) Single user - if the universal option is disabled, your administrator can approve the permission on a per-user basis.
   Additional Permissions - Can View All Pending Partners/Users	Checkbox	[Optional] Whether the user is permitted to see the Partner Explorer > Pending Partners list. The user must have Partner Data Restrictions applied for this setting to be available. When the setting is enabled, the user can manage all new partner registrations/invitations and new user registrations on existing partner accounts. Their partner data restrictions don't apply in that context.
   Description	Dropdown	[Optional] You can add a description to the user’s account.

4. Click Save. This will automatically send an email to the address provided inviting the user to set a password so they can access the Unifyr One Admin environment. When they log in to Unifyr One Admin, they will see the areas for which they have permission, based on their role.