Manage Individual Partner Details

Permission Required

Only users with the role CAM and Administrator can edit partner and partner user details.

Overview

You can manage individual partners from Partner Management > Partner Explorer by clicking on the partner's name from the list. Keeping the partner data up-to-date will help to keep your partners engaged.

In this article, we explain the steps required to edit partner and partner user details.

Note

This Unifyr One Admin page deals with a particular partner and their details. You can make updates to users across multiple partners simultaneously in Partner Management > User Explorer. For more information, see Manage Partner Users.

To learn more about partners, see About Partner Management.

Intended Audience

Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director

Before You Begin

Having up-to-date partner data will likely result in improved engagement. Consider reviewing and updating your partner information on an annual basis. 

Contents

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

Partner Summary

When you’ve created a partner account, the details of the account and the partner’s profile are captured in Partner Explorer.

To get an at-a-glance view of the partner and their performance/health, navigate to the Summary tab of the partner account.

This information is displayed:

• Partner Performance
  • Active Deals - number of registered deals currently in the pipeline
  • Pipeline Value - total value of active deals/li
  • Active Campaigns - number of published marketing campaigns
  • Certifications - number of certifications earned by partner users
  • Leads - total number of leads
• About - a summary of the partner account details
• Latest Deals - the 5 most recent deals registered by the partner
• Top Certifications Completed - the 5 certifications that the partner’s users have engaged with most
• Recent Activity - what tasks the partner’s users have completed
  • Achievements
  • Campaign Activations
  • Certifications
  • Courses
  • Deals
  • First Logins
  • Transactions
• Recent Achievements Completed - the 5 most recent achievements completed by partner users

If Ask IQ is enabled on your system, you will see some notes about the partner generated by it. Ask IQ uses the partner’s data in Unifyr One Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

 

You can click the icons to give feedback about the notes - hover over the description to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.

Notes

• For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.
• Ask IQ may make mistakes, so review important information carefully.

• For more information on how Unifyr ensures transparency, security, and ethical use of AI, please review our Responsible AI Policy.

Edit Partner Profile and Custom Fields

Important

If you notice field editing restrictions on some partner accounts, they are legacy accounts and as a result, some fields cannot be edited.

To edit profile details for a specific partner account:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Profile.

4. Choose the tab that includes the information you want to edit - the Partner Profile tab is provided as a default. You may see other tabs if you've configured custom forms for your partner data.

   

   For information about managing custom partner forms, see Custom Forms and Form Configuration.

5. Click Edit. 
   • The form can include Unifyr One's core partner data fields (Internal Name (supplier facing), Display Name (partner facing), SSO Company ID, Additional Lead Notification Recipients, Website URL, Partner Address, Country), and your custom partner fields. You can create custom partner fields to capture your required information when partner accounts are created and then use that as a filter for various channel actions. For information, see Custom Fields
   • When editing Country, you will either have the option to select a country from a dropdown or type in the ISO Country Code. The option that is available to you is dependent on your Countries settings.
6. Make the changes to the form as required.
7. Click Save at the bottom of the page once your edits are completed.

Disable/Enable Portal Access

Disabling partner access makes the partner inactive and removes their access to the portal and your content. No notifications are sent when the disable/enable option is used.

To disable/enable portal access for a partner:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Find the partner you want to update, and click on their name to open their record for edit.
3. On the left-hand sidebar, choose Profile.
4. Click Disable Portal Access or Enable Portal Access as appropriate (depending on the partner's current setting). 
5. Click OK.

Manage Addresses

All addresses set for a partner are listed in their Partner account, for example:

• Primary account address - configured during implementation
• Additional addresses - added by the partner to their portal profile, to appear in the Partner Locator

You can view, add, edit, and delete addresses in the account.

To edit or delete existing addresses:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list. 

3. On the left-hand sidebar, choose Addresses. The list of addresses for the Partner is shown. The primary address is identified with an icon.

   

4. Click on the address in the list to open it for edit.

5. Make changes as required, then click Save once your edits are complete.

   Alternatively, click Delete Address to remove the address.

   Note: It's not possible to delete the primary address.

   

To add a new address:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list. 
3. On the left-hand sidebar, choose Addresses.
4. Click Add Address in the top right-hand corner.
5. In the Create New Address page, fill out the required fields: Address 1, City, Country

6. Once you’ve completed the fields, and any optional fields, click Save.

   If you’d like to undo this action, click Cancel.

   

View Geocoding of an Address

Addresses are converted to a set of coordinates, so they can be displayed with accurate map location/distance information in a Partner Locator. The coordinates, and the current status of the conversion, are displayed in the Addresses area of a Partner account:

 

To view the geocoding of an address:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list. 
3. On the left-hand sidebar, choose Addresses.

4. Go to the Lat/Long column. The coordinates of the address are shown, if a successful conversion has been completed.

   Alternatively, the field could show one of these values:

   • Pending - conversion not completed

     The conversion process runs every 2 hours

   • Incomplete Address - insufficient detail to carry out a conversion

     Country and City and either Address 1 or Zip Code are required.

   • Failed - conversion complete and unsuccessful
   • n/a - Coordinates are empty and address will not be geocoded (for example, if a partner is not selected by a Partner Locator)

For more information about Partner Locators, see About Partner Locators.

Edit Locator Profile

If the partner is selected to be displayed on a Locator, you can manage their profile here. This includes the detailed Profile Description and links to the partner's social media pages. 

To edit the Locator Profile:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Locator Profile.

4. Make your desired edits.

   Note

   The Marketplace URL must include http:// or https://

5. Click Save once your edits are completed.

Create a New Partner User

Important

If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.

You can add a new user to a partner account and provide them with the necessary access.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Users. This will show you the users that have access to this partner account.

4. On the top right-hand corner, click Create User.

   

5. In the pop-up, fill out the required fields: Email, First Name, Last Name, User Roles (including Custom Partner User Roles).
   • If the email address provided is already in use in another partner account, you will see a message notifying you of this.
   • If you are using SSO or have an SFDC integration, we recommend reading through the Partner User Roles page to understand how to assign roles via those channels.
   • You can create and use custom fields for partner user information. They're visible in the user's profile once their setup is complete. For more information, see Custom Fields.
6. Add Mobile Phone and Office Phone numbers, if required - these are optional.
7. Once you’ve completed the fields, click Create. To undo the action, click Cancel.

8. The user will now show under the Users tab within the partner account. A welcome email will be sent to the user prompting them to log in to the partner portal.

   

Bulk Assign/Unassign Partner User Roles

You can assign and unassign roles to users within a partner account in bulk.

Note

You can also make updates to users across multiple partners simultaneously in Partner Management > User Explorer. For more information, see Manage Partner Users.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab. 
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.
4. From the list, check the box to the left of the users you’d like to assign or unassign roles to. 

5. Click Update User Roles and select Assign or Unassign as applicable.

   

6. Choose the role or roles you want to assign or unassign from the selected users. Note: the window doesn’t show the roles that each user already has, as these may be different.
7. Click Apply to complete the action.

Manage Individual Partner User Details & MDF Access

Important

• If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.
• If you notice field editing restrictions on some partner accounts, they are legacy accounts and as a result, some fields cannot be edited.

To edit an individual partner user's details:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab. 
2. Click the partner name in the list, to access the details view.
3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.

4. Review User details such as Name, Email, Roles, Onboarding Progress, Last Login, and MDF Access. 

   

5. Click on the user to access the details view.
6. Access the tab that includes the information you want to edit. The Partner User Profile tab appears as a default, and there will be a tab for each customer partner user form you create for Unifyr One Admin. You can configure any of these forms, to specify the data fields (core and custom partner user fields) that are included, and how the fields are displayed/managed. For more information, see Creating a Custom Form for Unifyr One Admin.
7. Click Edit in the tab. 
8. Edit the user's information as required.

9. [Optional] Check whether the user has opted in to receive supplier emails - see the Email Opt In field in the right-hand information box.

   

10. [Optional] Check when the user last logged into the partner portal, in the Last Login field in the right-hand information box. If the user has never logged into the partner portal, you can click the Resend the Welcome Email link. This resends the welcome email to the user, encouraging them to log in and set up their password for the partner portal.

    

11. Click Save when you’ve finished your changes.

View Partner User's Onboarding Progress

To view an individual partner user's progress against their onboarding plan:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name in the list, to access the details view.
3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.
4. Click on the user to access the details view.

5. [Optional] Click ... > Onboarding Progress. This launches a view of the user's progress in completing the tasks in their Onboarding Plan.

   

6. Click Apply to return to the user detail view. For more information about Onboarding Plans, see About Onboarding Partners.

Deactivate / Reactivate a Partner User Account

You can deactivate a partner user account, so that it is no longer live. Deactivate User performs a “soft delete” on the user, but doesn’t remove their account from the application. The user can’t log in to the partner portal or receive emails, etc. but their account remains in the partner account with a status of Inactive.

Inactive user accounts can be reactivated later, or deleted permanently. You can’t delete an active user account.

Note

To deactivate or reactivate users in bulk, across multiple partners if required, go to Partner Management >  User Explorer, select the users and click … > Deactivate Users or … > Activate Users as appropriate. For more information, see Manage Partner Users.

To deactivate an active partner user account:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts, choose a partner and go to the Users tab.
2. Filter the Users list to show Status = Active only, if applicable.
3. Find the active user whose account you want to deactivate, and click on it to open it for edit.

4. In the user profile window, click ... > Deactivate User.

   

   The user’s account is updated to show a status of Inactive in the Users page of the partner’s account. you can now delete the user if required - for more information, see Remove a User From a Partner Account.

To reactivate an inactive partner user account:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts, choose a partner and go to the Users tab.
2. Filter the Users list to show Status = Inactive only, if applicable.
3. Find the active user whose account you want to reactivate, and click on it to open it for edit.

4. In the user profile window, click ... > Reactivate User.

   

   The user’s account is updated to show a status of Active in the Users page of the partner’s account. 

Remove a User From a Partner Account 

Important

• You can only delete a user account if it is at status Inactive.
• Deleting a user is a permanent action - it can’t be undone. Leave the account at Inactive status if you think it may be required later.
• If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.
• If you notice field editing restrictions on some partner accounts, they are legacy accounts and as a result, some fields cannot be edited - including the ability to delete a user.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click on the partner name in the list, to access the detail view.
3. On the left-hand sidebar, choose Users. This is a list of users in this partner account.
4. Filter the Users list to show Status = Inactive only, if applicable.
5. Find the inactive user whose account you want to delete, and click on it to open it for edit.

6. Click ... > Delete User to remove this user’s access to the partner portal.

   Caution

   A deleted partner user cannot be recovered, this includes any related data, any personalization and user data generated in the portal.

   

7. You are asked to confirm that you want to proceed with deleting the user. Click Delete to continue.

Configure your View of the Users List

You can configure the Users list in a partner account to make sure you're showing the information you need to see.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click on the partner name in the list, to access the detail view.
3. On the left-hand sidebar, choose Users.
4. Click the Column Configuration button.

5. Drag and drop fields to and from Available Columns and Selected Columns as required.

   Selected Columns lists the columns that will be displayed in the list.

6. Click Save. The view shows the columns you selected.

   To reorder the columns, go back into the Column Configuration window and drag and drop the columns vertically in Selected Columns.

Send a Password Reset Email

Important

If you have an SSO integration, this functionality will not be available to you.

If a partner user forgot their password, you can send them an email to reset their password and access their partner portal account via Unifyr One. Follow the steps below:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Users.
4. Find the user that you want to email, and click on it to open it for edit. The user must be active to receive an email.

5. Click ... > Send Password Reset Email. The partner user can then use that email to reset their password and access their partner portal account.

   

Review Sales Rep Details 

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Sales Reps. This page will display any Sales Reps that the Partner has loaded into Unifyr One.

View and Edit Success Plans

You can easily view and edit your partner’s Success Plans.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Success Plans.
4. To edit a Success Plan, click the desired plan from the list and click the Edit Plan button on the top right-hand corner.

To learn more about Success Plans, click here.

View Partner Groups

You can easily view all the Partner Groups of which a partner is a member.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Partner Groups.
4. For information about creating a new Partner Group, click here.

Define Partner Co-Sellers

If your system supports partner co-selling, you can create Co-Selling partner groups to specify which of your partners are eligible to work with each other as co-sellers.

Note

The Co-Selling feature needs to be enabled on your system. Submit a request to your Unifyr One team if you want to use it.

With Co-Selling enabled, you also have the option to provide a graphical locator of co-sellers for your partner portal, so approved potential co-sellers can find each other and get in contact. For more information, and for a summary of the logic that decides which partners appear in the locator, and what they’ll see, see About Co-Selling Partner Locators.

If you're supporting co-selling partners in your portal, you can implement multi-partner deal registration and approvals. For more information, see Multi-Partner Deals. Multi-Partner Deal features also need to be enabled by your Unifyr One team.

Groups of co-selling partners are defined in two ways:

• Your Unifyr One team can set up a default partner group of co-sellers, and apply it your system. This group will be the default co-selling partners for all your partner accounts in Unifyr One.
• You can create adhoc Co-Selling partner groups for individual partners, in Partner Explorer. An adhoc group for a partner overrides the default Co-Selling partner group set for your system.

To create an adhoc Co-Selling partner group for an individual partner:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab. 
2. Click on the partner you want to update, to open its details view.

3. In the left-hand sidebar, choose Co-Selling.

   This tab is available if you have Co-Selling enabled on your system. Contact your Unifyr One team if you can’t see it.

4. The page shows the current configuration of co-sellers for this partner:

   • If the partner is already a member of an adhoc Co-Selling group, you will see the details here.

     

     The Criteria for Co-Selling Partner Eligibility tab shows the configured rules that pull partners in to the Co-Selling group. You can edit the rules here, or add new partner rules to the configuration, or add a new set of partner rules, using standard adhoc/single use Partner Group definition settings. For more information, see Using Adhoc/Single Use Partner Groups.

   • If the partner has no adhoc Co-Selling group assignment, but a default co-selling partner group is in place for the system:

     

     This setting may have been enabled by your Unifyr One team when they enabled Co-Selling on your system. Reach out to them for clarification.

   • If there's no Co-Selling group assignment for the partner or the system - all configured partners can work with this partner as a co- seller:

     

   The Matching Partners tab shows the list of partners that are eligible co-sellers for this partner. They will display for this partner in the Co-Selling Locator, if provided. They will also be available for selection if your portal supports multi-partner deals. The list of partners contains members of all the Co-Selling groups of which this partner is a member. Duplicate entries (if this partner is a member of more than one group) are removed.

5. To create a Co-Selling group that will include the current partner, navigate to the Criteria for Co-Selling Partner Eligibility tab.

   Add individual partner rules, or groups of partner rules, as required, to get the list of partners that are eligible co-sellers for this partner. Use standard adhoc/single use Partner Group definition settings - for more information, see Using Adhoc/Single Use Partner Groups.

   Notes:

   • Rules in a single rule group are separated by an AND condition. All of the rules in a rule group must be true to trigger the rule.
   • Groups of rules are separated by an OR condition. All of the rules in at least one group must be true to trigger the rule.
   • You can only configure partner-based rules here - user rules are not supported.

   When defining the rules for the group, the Matching Partners tab on the right side updates to show which partners match the rules.

6. Click Save.

View Terms and Conditions Acceptance

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Terms and Conditions.
4. Terms and Conditions is a record of who has accepted each version of the Terms and Conditions of Use. The system records the email address and first and last names of the accepter, the acceptance date, and the version of the Terms and Conditions. If a partner does not accept the Terms and Conditions of Use, suppliers will see The current terms have not been accepted by a partner administrator.

View and Create Instances of Custom Information

Custom Objects represent custom information types and allow you to collect and store custom information from your partners. The Custom Objects you create are displayed in a partner account (the partner sees the ones they are entitled to see, based on their Partner Group). You can view submissions that have been made by the partner, and create your own submissions for them.

For more information, see Custom Objects and About Custom Objects and Submissions.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, go to the Custom Objects section.
4. Choose one of the Custom Objects (custom information types) available to the partner. 
5. View the list of submissions of the custom information type made by the partner or click Create New to create your own and make it available to the partner.

View Completed Achievements

You can view a list of all achievements completed by a partner's users.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, choose Achievements.

View, Edit, and Approve Deals

You can easily view, edit, and approve existing deals or create new deals from within Partner Explorer.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab. 
2. Click the partner name from the list.
3. On the left-hand sidebar, go to the Sales area.
4. Choose Deals.
5. Here, you can see the existing deal registrations. Click on a deal in the list to edit the contents or manage the status. You can also view submissions of custom deal information entered by the partner.
6. To create a new deal, click the Create Deal button on the top right-hand corner.
7. For more information on managing and creating deal registrations, see About Deal Registration.

View, Create, and Manage Sales Leads

From the Leads tab, you can:

1. View leads assigned to the partner account
2. Create a new lead to distribute to a specific partner user
3. Get a .CSV of a partner's assigned leads emailed to you
4. Bulk upload leads
5. Edit information on existing leads by clicking into it, including adding attachments
6. Duplicate or deactivate a lead by clicking into it
7. Resend a lead notification by clicking into it

To complete these tasks, navigate to:

1. Navigate to Partner Management > Partner Explorer.
2. Click the partner name from the list.
3. On the left-hand sidebar, go to the Sales area.

4. Choose Leads.

   

Learn more about completing these tasks on our Lead Distribution page.

View Training Progress

The Training area of Partner Explorer lists all the training modules, courses, and certifications that the users in each partner account have either started or completed.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, navigate to the Training area.
4. Choose Modules, Courses, or Certifications as required.

View/Add MDF Funds

If you're supporting your partners with (Marketing Development Funds (MDF), you can track the current status of a partner's assigned funds in the Funding Details page of their partner account.

You can also create a fund or funds and allocate them to the partner in the page.

To bulk upload MDF information and partner allocations, go to the Partner Management > MDF > Funding Summary page of Unifyr One Admin. For more information, see Uploading MDF Fund Information.

Note

MDF features need to be enabled on your system. Submit a request to your Unifyr One team if you want to use them. 

For more information about MDF support in Unifyr One Admin, see About Marketing Development Funds (MDF).

To allocate a new fund to a partner:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list, to open their account.
3. On the left-hand sidebar, navigate to the Marketing area.
4. Click Funding Details.

5. Click Add.

   

6. In Create MDF Fund, provide the following information, as required:

   Parameter	Type	Description
   Fund Type	Dropdown List	The Fund Type with which to categorize the fund (if you're using Fund Types). Select from the dropdown list - the list contents all Fund Types you have set up in Partner Management > MDF > Fund Types.  Note If any of your Fund Types have Default Fund Type set, this new fund will automatically be assigned that Fund Type. You don't need to select it here. For more information about Fund Types, see About MDF Fund Types.
   Fund Name	Text	The name of the fund.
   Entry Deadline	Date	The last date on which partners can submit requests to the fund.
   Allocated Balance	Text	The original amount allocated to the partner for this fund.
   Actual Balance	Text	The current balance - calculated by subtracting paid claims from the Allocated Balance.
   Available Balance	Text	The balance currently available for the partner to spend. If Unifyr One is integrated with your MDF Management system, this is the balance defined there.

7. Click Apply.
8. [Optional] If you track Marketing Development Funds with a 3rd party MDF Management tool, use Sync with MDF Provider to ensure that the balances shown in Unifyr One match your recordkeeping system. Unifyr One automatically syncs with the integrated system every two hours.

View and Export Partner Marketing and Overview Reports

You can view and export a partner's marketing activity or a broad analysis of a partner through the Marketing Reports and Partner Overview areas of Partner Explorer.

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Click the partner name from the list.
3. On the left-hand sidebar, go to the Analysis area.
4. Choose Marketing Reports or Partner Overview.
5. Scroll to view different sections of the reports.
6. You can download the reports, or schedule delivery to another user, by clicking the three dots icon .

Related Topics

• About Partner Management
• Manage Partners
• Manage Partner User Roles (Settings)
• Add Partner Filters
• Pending Partners