Manage Provider Accounts

Overview

Providers are approved agencies that can offer services to your partners. Suppliers create the provider account and can give all partners, a set of partners, or single partner access to the provider. Partners will choose which provider to give access to their Unifyr One Partner Portal. The level of access is either partial (campaign only) or full access (marketing plans) as determined by the partner. The flexibility of Unifyr One allows partners to interact with the provider at the level that works best for them.

Value and Benefits

• Save Time: You can add and manage providers and provider users in your system. You can quickly respond to provider changes, profile update requests, and add/manage users within a provider account.
• Increased Control: Administrator-level functionality allows you to control the providers delivering services to your partner community. You can also control the provider fields for language, region, etc in order to filter appropriate provider to the partner.
• Powerful Analytics: You can view providers, who is logging in, and actively engaging your partner community.

Providers use the Unifyr One partner portal to view and manage their orders. Providers will receive an email from the supplier that an account has been created for them. In the email, they will find a link to set their password and get started with Unifyr One.

Your partners will interact with the providers via the portal to complete marketing tactics for them at various levels of engagement and costs.

Note: Suppliers who require SSO for access to Unifyr One partner portal can use Unifyr One Admin to view providers but not to create them. When a partner integration is in place, the partner may access the provider from the integration, for example, PRM--SFDC.  

Intended Audience

Channel Operations Managers 

Before You Begin

When the feature is enabled, define a custom portal site view for Provider logins only, usually with the Orders page as the homepage. For more information, see Manage Site Configuration and Navigation.

It's best practice to instruct all providers to complete their Company Profile and upload their address, logo, and a description of their organization. This is especially important if you're using a Provider Locator. For more information about locators, see About Provider Locators.

Contents

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

Provider Accounts View

To view the list of providers, navigate to Partner Management > Providers. You can use the search and filter options to narrow the results to a subset of data for review. You also can view/manage details of each provider from here. For more information, see Manage Individual Provider Details.

These filter options are available for the list:

Filters	Description
Status	The status of the Unifyr One subscription: Active, Inactive, and Test. Active Unifyr One subscriptions are currently in use by subscription holders for live deployments of the provided content. Inactive Unifyr One subscriptions were once active but have since been deactivated.  Test Unifyr One subscriptions are issued for demo purposes only and are not to be used for true deployments.
Partner Groups	The Partner Groups with which a provider is associated.
Created	Enter a start and end date to gather data for ranges of time such as monthly, quarterly, and annually.
More Filters	These are Custom Partner Fields that are unique to each partner/provider. Examples are language, level, products, theater, certification, etc. You can toggle each filter on or off by clicking the corresponding button. Using the toggle will cause the filter option to appear in the toolbar.
Clear All	The Clear All option brings all the providers back into view and you can reset the filters.

Add a Provider and Activate the Account

1. Navigate to Partner Management > Providers.
2. Click Add Provider.

3. Complete these fields to add the provider.

   Parameter	Type	Description
   Provider Name	Text	The name of the provider.
   Admin First Name	Text	The first name of the person who will manage this provider account. It will be used to personalize communications.
   Admin Last Name	Text	The surname of the person who will manage this provider account. It will be used to personalize communications.
   Admin Email	Text	The email address of the person who will manage this provider account. It will be used for all communications relating to this provider account, including quote requests and other messages.

4. Click Save.

The new provider's administrator will receive an email with a link to activate their account.

Once the Provider account has been created, you can edit the provider account details and user information. For more information, see Manage Individual Provider Details.

Configure Advanced Filters for the Providers List

Use Advanced Filters to obtain a list of providers that meet specific criteria. You can filter by their account activity, Embedded Access Apps, Campaign Activity, and CRM Integrations.

1. Navigate to Partner Management > Providers.
2. Click Advanced Filters.

3. [Optional] Click on Partners to filter the list to one or more partners.

   

4. Select the options under each filter category to retrieve the information that meets your criteria:
   • Yes = Show me the partners that have this
   • No = Show me the partners that do not have this
   • Ignore = Do not include this in the filter
5. [Optional] Click Reset to clear the Advanced Filter.
6. Click Save.

Export Provider and User Data

You can export a list of provider accounts or a list of provider users as a .CSV file. The file will be sent to the email addresses in your Unifyr One Admin account.

To export data, follow these steps:

1. Navigate to Partner Management > Providers.
2. Filter the list to display the accounts you want to export.
3. Click Export and choose either Export Providers or Export Users. 
   • The exported providers file contains additional data points such as Zift Partner ID, Name, Status, Create Date, Expiration, Last Login, Total Logins, Auto Registration Rules, Default Lead Owners, Available Funds, Sales Reps Count, Users Count, SSO Company ID, Partner Source, Terms Accepted By, Terms Acceptance Date, and custom fields.
   • The exported users file contains additional data points for all provider user accounts such as Zift Partner ID, Partner Name, Partner Name, Email, First Name, Last Name, Office, Mobile, and the date Terms and Conditions were accepted.
4. An on-screen message confirms that the export has started.

Add Data to Multiple Providers

Bulk Operations provide a way for Unifyr One Administrators to take action on a large number of providers in a few clicks rather than making a change to 100's of individual providers.

Bulk Operations are available when you have selected at least one item in the Providers list. If no providers are selected, the button is grayed out.

1. Navigate to Partner Management > Providers.
2. Click the checkbox next to the provider(s) from the list whose details you want to modify. Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.
3. Click Bulk Operations > Add Field Value(s).
4. In Add field value to partner, check the checkbox next to the field values you want to add to the selected providers.
5. Click Apply. You are asked to confirm that you want to update the selected providers.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.

Remove Data from Multiple Providers

Bulk Operations provide a way for Unifyr One Administrators to take action on a large number of providers in a few clicks rather than making a change to 100's of individual providers.

Bulk Operations are available when you have selected at least one item in the Providers list. If no providers are selected, the button is grayed out.

1. Navigate to Partner Management > Providers.
2. Click the checkbox next to the provider(s) from the list whose details you want to modify. Alternatively, click the checkbox at the top of the leftmost column to select all accounts in the list.
3. Click Bulk Operations > Remove Field Value(s).
4. In Remove field value from partner, check the checkbox next to the field values you want to remove from the selected providers.
5. Click Apply. You are asked to confirm that you want to update the selected providers.
6. Click Continue to proceed with the update, or Cancel to exit.
7. Unifyr One presents messages confirming when it has started processing your request, and when it has completed the field updates.

 Training

Learn more with our training course:

• Partner Management - Providers
• Marketplace

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

Related Topics

• Manage Individual Provider Details
• About Marketplaces