About Users and Roles in Unifyr One Admin

The   > Settings > Users area allows you to quickly determine the level of administrative access for your Unifyr One Admin users, and your available user roles, and make necessary updates.

As an Administrator of Unifyr One Admin, you are able to:

• View a list of all your Unifyr One Admin users and their assigned roles and privileges
• Create new users and edit existing users and their roles
• Sort (Name, Role, Username, Email Address, Updated, and Status) and filter (Role or Status) the users list
• Manage the permissions for user roles by adding or removing access to certain areas of Unifyr One Admin

Unifyr One accommodates a variety of roles and accompanying user permissions. Read the sections below to understand our role types and manage the access permissions for each role, and learn how to create/edit a user and manage their access to Unifyr One Admin by assigning them a role. For example, a CAM might need access to the Partner Management and Success Plans areas of Unifyr One Admin, but not those areas in which you manage content or marketing campaigns.

Note: Suppliers can filter the partner data available to a user that has the CAM, Agency User, or Distributor role. When creating the user, apply a Partner Group that defines the relevant partners (for example, those partners in the CAM's allocated geographic region) to the Partner Data Restrictions field.

Before You Begin

You should have a clear understanding of what functions the user/role will perform. We recommend that you grant only the minimum necessary rights to perform the required tasks.

Intended Audience: Channel Operations Managers

 Training

Learn more with our training course:

• Admin Settings - Users

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