Manage Unifyr One Admin Users

Overview

The Users setting 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

Contents

Click on the + to expand the instructions for the desired task.

Default User Role Permissions

Each of the user roles has a default set of permissions, defining the areas of Unifyr One Admin that users with each role can access. These can be updated by the Unifyr One Administrator.

Note: It is not possible to rename the roles.

Role	Default Permissions
Administrator	Administrators have access to all of the areas of Unifyr One Admin.
Executive	Partner Management (general) Create Partners Success Plan Tracking Success Plan Strategy Administration Translations Settings > Tag Management Reporting Registration and Invitation To-Partner Communications
User	Library Content Management Marketing Campaigns Management Social Media  Leads Deals & Accounts Reporting Custom Activities
Channel Account Manager (CAM)	Partner Management (general) Create Partners Success Plan Tracking MDF Order and Transactions (if enabled) Deals & Accounts Sandbox Access Sandbox Management Reporting Registration and Invitation To-Partner Communications
CAM Director	Partner Management (general) Create Partners Partner Group Definition Onboarding Setup Success Plan Tracking Success Plan Strategy Administration Learning Management Tier Programs Achievements MDF Orders and Transactions (if enabled) Pricebooks Deals & Accounts Reporting Co-Selling (if enabled) Registration and Invitation To-Partner Communications
Sales Operations	Partner Management (general) Create Partners Partner Group Definition Onboarding Setup Success Plan Tracking Success Plan Strategy Administration Tier Programs Achievements Pricebooks Deals & Accounts Reporting Registration and Invitation To-Partner Communications
Content Manager	MDF Orders and Transactions (if enabled) Portal Portal Posts Library Content Management Marketing Campaigns Management Social Media Settings > Content Management Settings > Forms and Fields Site Configuration Custom Pages Terms and Conditions Email Configuration Field Weighting Custom Activities
Training Manager	Certifications Courses Portal  Partner Events Portal Posts Site Configuration Custom Pages Terms and Conditions Email Configuration Field Weighting
Marketing Manager	MDF Orders and Transactions (if enabled) Portal Library Content Management Marketing Campaigns Management Social Media Settings > Tag Management Settings > Content Management Settings > Forms & Fields Reporting Site Configuration Custom Pages Terms and Conditions Email Configuration Field Weighting Custom Activities
Portal Manager	MDF Orders and Transactions (if enabled) Portal Portal Posts Library Content Management Marketing Campaigns Management Social Media Settings > Content Management Settings > Forms & Fields Reporting Site Configuration Custom Pages Terms and Conditions Email Configuration Field Weighting Custom Activities
IT Administrator	Partner Management (general) Create Partners Providers Custom Objects Partner Group Definition Onboarding Setup Success Plan Tracking Success Plan Strategy Administration Tier Programs Partner Locators Achievements Partner Events System Management (all) Reporting Registration and Invitation To-Partner Communications
Integrator	Partner Management (general) Create Partners Providers Custom Objects Partner Group Definition Onboarding Setup Success Plan Tracking Success Plan Strategy Administration Tier Programs Partner Locators Achievements Partner Events Settings > Integrations Settings > Labs (not available for a Unifyr One Engage subscription) Settings > Partner User Roles Registration and Invitation To-Partner Communications
Agency User	Partner Management (general) Create Partners Providers Custom Objects Partner Group Definition Onboarding Setup Success Plan Tracking Success Plan Strategy Administration Tier Programs Partner Locators Achievements Partner Events Marketing Campaigns Management Marketing Emails Social Media Settings > Partner User Roles Reporting Registration and Invitation To-Partner Communications Custom Activities
Distributor	Partner Management (general) Create Partners Providers Success Plan Tracking MDF Orders and Transactions (if enabled) Library Content Management Collateral Programs Marketing Campaigns Management Marketing Emails Social Media Deals & Accounts Lead Registration Lead Distribution Reporting Virtual Events Co-Selling (if enabled) Registration and Invitation To-Partner Communications Custom Activities
Read Only (can't be edited)	Partner Management (general) Content Management Marketing Campaigns Management Deals & Accounts Reporting Registration and Invitation To-Partner Communications Custom Activities
Reports Only (can't be edited)	Reporting

Manage Role Permissions

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).

Add a 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.

Edit a User

1. Navigate to   > Settings > Users.
2. Click the name of the user you want to modify, to open the User Detail screen.
   • Role - If you change this field, the permissions the user has will change. Review the permissions for each role by clicking Manage Roles.
   • Status -  Use this checkbox to control whether a user account is active or not. By default, they are marked as Active. If the user is not active, they will not be able to log in.
   • Resend Invite - Click this button on the top right-hand corner of the User Detail page to resend the invitation email to your selected user.
3. Click Save.

Manage Users' Access to Home or Subsidiary Unifyr One Instances

Note

This option is available when:

• Unifyr One Global is available in your system (this is a feature available to customers with a Platinum or Diamond subscription, which allows you to have multiple, linked, instances of Unifyr One, in a home instance / subsidiary instances hierarchy. Submit a request to your Unifyr One team if you’re interested in adding it to your contract)
• You are an Admin user
• You are editing or creating a user

An Admin user logged into a Unifyr One subsidiary instance can only manage users for that instance. A user logged into the home instance can create users for any of the instances, and give any user a role in any instance.

1. Navigate to   > Settings > Users.
2. Click on the user you want to edit, or select Create User to add a new one.

3. In the Access section, you can:

   • View the instances to which the user already has access
   • Add access to a new instance, by selecting it from the drop down menu and clicking Add
   • Assign the user’s roles in each of the instances to which they have access

   

For more information, see Add Users to Multiple Instances.

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