Setting up your Partner Registration Form

To set up your partner registration form:

1. Navigate to   > Settings > Forms & Fields.
2. Choose the Partner category.
3. In the Custom Fields tab, review which fields you have available. Add others as required. For information on managing custom fields, see Custom Fields.
4. Navigate to the Forms tab.
5. Select Partner Registration Portal - this is a default form provided by Unifyr One.
6. Drag and drop fields as required into the form, and set their display options. For more information, see Form Configuration.
7. Add the form to a page in your partner portal, using the Partner Registration dynamic content widget to display the form. Usually the form appears in the Logged Out view of the site, but you can add to any custom page. For more information, see Creating/Editing Custom Pages and Advanced Custom Page Editing.

8. Add the page to your portal's site navigation. For more information, see Adding Custom Pages to the Partner Portal.

   If you've added the form to the Logged Out view of your portal, this step isn't required.