Managing Permissions for User Roles in Unifyr One Admin

Administrators can set the permissions assigned to each role in Unifyr One Admin, by using the Manage Roles and Permissions view to make changes:

• Navigate to   > Settings > Users.
• Click Manage Roles.

• In the Manage Roles and Permissions view, a grid allows you to change the permissions of each role. The rows represent the visibility areas of Unifyr One Admin. Each column is a user role. Check or uncheck the checkboxes that correspond to the desired role and visibility area to manage the permissions.

  You can manage the visibility of specific Unifyr One Admin features, which are organized into these visibility areas:

  • Partner Management - Management of partner and partner user data, partner user roles, partner user access, provider accounts, custom object submissions, partner onboarding, partner groups, partner business/success plans, courses, certifications, and MDF orders and transactions (if enabled).
  • Partner Portal - Management of partner portals, including custom content translation, and portal posts.
  • Library Content & Partner Marketing - Management of content, including content categories  and content templates, and marketing content such as collateral, campaigns, emails, and social media.
  • Leads & Deals - Management of pricebooks, accounts, deals, and leads.
  • System Management - Management of  Unifyr One Admin system settings, including users and their content associations, integrations, custom fields and forms, custom objects, tags, Labs, partner user roles, app modules (if enabled), and sandbox environments (if enabled).
  • Other - Management of provider/co-selling locators, reporting, AI/Ask IQ features, TPC emails/popups, site setup such as site navigation, custom pages and T&Cs, and some other supplier-specific features (if applicable).