About Terms & Conditions of Service

Overview

Terms and Conditions (T&Cs) are the legal agreements between a service provider and a person who wants that service.

In recent years, many new laws have come into effect to protect consumers from having their personal data exploited by unscrupulous vendors. These laws layout requirements and obligations for data processors and owners with regard to personal data. Zift Solutions acts as your data processor and manages data collection on your and your partners' behalf. We require at least one user in the partner account to acknowledge this as part of our T&Cs. In addition, suppliers may have their own T&Cs that partners must accept before participating in the channel program.

You can see our Terms and Conditions (T&Cs) on our Legal Notices page.

Note about Sensitive Partner Data

Sensitive data (such as names of accounts/leads/social media contacts) that a partner inputs into the platform does not get shared with you, the supplier. You are able to see aggregated metrics relating to a partner’s use of the platform, for example, the number of social posts that a partner executed; but are unable to see identifiable information unless a partner chooses to share that data with you, for example, by registering a lead. This is set out in our terms of service. The wording sets out that a Customer will only process this data if a Partner shares the data with them.

Unifyr One provides the option to translate the advisory text for your T&Cs into multiple languages. For more information, see Translate Terms & Conditions.

Access to these areas of Unifyr One are, or can be, controlled by Terms & Conditions:

• Partner portal access - Unifyr T&Cs
• Partner portal access - supplier T&Cs (optional)
• Use of certain types of collateral

Partner portal access - Unifyr T&Cs

Partners must agree to the Unifyr T&Cs to access their Unifyr One partner portal account. Typically we allow 30 days for acceptance of the Unifyr T&Cs, from the date of the first partner login, but it is subject to change.

Any user of any role can accept them on behalf of the whole partner organization.

On the partner portal, the Unifyr T&Cs are presented first. The elected partner user has the option to download, print, or expand the view. Ideally, they will click accept and no further request will be made until we update our T&Cs. The partner can also click to Continue to the application without accepting the T&Cs.

If the T&Cs are not accepted within the defined time frame, the partner will no longer be able to log into the portal.

Unifyr T&Cs are pre-built and automatically executed via the portal - you don't need to do anything.

Partner portal access - supplier T&Cs (optional)

Suppliers may also upload their own T&Cs for partners to accept before they can participate in their channel program. This is optional. The supplier-provided T&Cs must also be accepted before a partner can access the partner portal.

If you wish, you can create different T&Cs for different Partner Groups. They will be presented to new partners the first time they log into the partner portal.

There are three options for partners to accept your own T&Cs - you decide which one to use, when uploading the T&Cs in Unifyr One Admin:

• The Administrator accepts the T&Cs on behalf of all users 
• Any single user accepts the T&Cs on behalf of all users
• Every user must approve the T&Cs themselves

You can also specify that partners or users accepting T&Cs will be automatically opted in to receiving emails from you.

For more information, see Upload Supplier Terms & Conditions.

Administrator accepts the T&Cs on behalf of all users

Non-Administrators can either select Continue to the application (without accepting the T&Cs) or Alert Account Administrator.

If they choose Continue to Application, they can use the partner portal until the deadline for the Administrator to accept the T&Cs has passed.

If they click Alert Account Administrator, an email is sent to the partner Administrator users, advising them that they must accept the T&Cs on behalf of the partner organization. The user can't log in to the portal until they do.

If there is no administrator user in the partner account, the user is directed to contact their supplier.

Any single user accepts the T&Cs on behalf of all users

The first user in a new account to log in to the portal, or the first one in an existing account to log in after the T&Cs have been updated, is asked to agree to the T&Cs on behalf of the organization. Once they've confirmed, no further request is made to any other user.

Every user must approve the T&Cs themselves

Every user, including the Administrator, sees a checkbox on their login screen to confirm that they accept the T&Cs.

If you have added your own T&Cs, they will follow the Unifyr T&Cs. The partner can't access the portal until they accept your T&Cs. Just like the Unifyr T&Cs, the partner can download, print, or expand the view of the supplier T&Cs.

You can specify that partners or users accepting T&Cs will be automatically opted in to receiving emails from you. This is done when uploading the T&Cs to Unifyr One Admin. For more information, see the Upload Supplier Terms & Conditions section of this article.

Use of certain types of collateral

Suppliers may provide T&Cs for certain collateral types, to help control access to content.

If a certain type of collateral has T&Cs attached, eligible partners browsing for assets see a banner inviting them to accept the T&Cs for content of that type. When they accept, any assets of that type are made available to them.

The user clicks View to open the T&Cs for review, then checks the acceptance confirmation to accept them and make the collateral available.

If they don't accept the T&Cs:

• The assets of the collateral type are not presented to them when they browse for collateral
• The banner appears every time they browse for collateral in later sessions

Before You Begin

Have a PDF file of your Terms & Conditions ready.

Create Partner Groups if you want to filter your T&Cs this way.

Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations

Contents

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

Upload Supplier Terms & Conditions

1. Navigate to Partner Portal > Terms and Conditions.

2. Click Upload Terms and Conditions. The New Terms and Conditions window opens.

   

3. Enter this information as required:

   Parameter	Type	Description
   Name	Text	The name of the T&Cs. If you are planning to have different terms and conditions for different Partner Groups, or different uses, we recommend coming up with a naming convention.
   Contract Type	Dropdown	Select which area of Unifyr One will be controlled by this set of T&Cs. Portal Access (default) - Partner users (or partner administrator) will be required to accept these T&Cs on the first log in to the partner portal, or when logging in after the T&Cs have been updated. Collateral Library - Partner users will be required to accept these T&Cs to access particular content assets in the partner portal. When you select this option, you can choose the content type or types to which the T&Cs apply.
   Collateral Content Type	Dropdown	Select the type of collateral asset for which this set of T&Cs will apply. The list is populated with the tags of type Library Content that are configured for your system. For information about tags, see About Tags and Taxonomy. This option is available if Collateral Library is selected for Contract Type.
   Guidance Text	Text	[Optional] Enable this option if you want to provide your own advisory text to accompany the T&Cs. Checking the option activates the text field where you can enter your advisory note. The field shows default text, which will be used if you don't enable the Guidance Text option and change the message.
   Acceptance By	Dropdown	Select how the Terms and Conditions for portal access will be accepted in the partner portal: All Users (default) - All users, including the Administrator, must accept the Terms and Conditions individually when logging in to the portal for the first time, or after an update to the T&Cs. Partner Admin - The Administrator of the partner account accepts the Terms and Conditions on behalf of all the partner users. Any User - Any single user of any role can agree to the T&Cs on behalf of the organization. Once the first user has accepted, no further request is made to any other user. This option is available if Portal Access is selected for Contract Type.
   To Partner Email Opt-in	Checkbox	Enable this option if you want T&Cs acceptance to automatically opt users in the partner organization in to receiving emails from you. If the partner Administrator is responsible for accepting T&Cs on behalf of the whole organization, doing so will also opt all users into receiving emails. Your T&Cs must advise users if this option is enabled. Partners can change the setting in > Settings > Notifications in their portal, if required. This option is available if Portal Access is selected for Contract Type.
   Partner Groups	Dropdown	[Optional] Use Partner Groups to filter this set of T&Cs to certain partners or users. More than one Partner Group may be selected for each T&Cs document. Only one supplier-provided T&Cs document will be available to a partner portal account. If no Partner Group is selected, this T&Cs document will show for any partners that do not have a T&Cs document filtered to their partner group. If a partner falls into more than one Partner Group that each has a separate T&Cs document, the partner will see the document that was most recently filtered to them. For more information about Partner Groups, see About Partner Groups.
   Active  /Inactive	Toggle	Use the toggle to set the status of this set of T&Cs. Partners will see the most recently uploaded Active document that is assigned to their Partner Group. Documents classed as Inactive will not be shown.

4. Click Upload and select the appropriate PDF file to upload. It will appear in a preview window.
5. Click Save.

It is not possible to delete the T&Cs document after uploading it. The newest version is displayed to eligible partner users as follows:

• T&Cs for portal access - Displayed in a popup on their first login to the portal, or when the T&Cs have changed. You are not required to create a portal page.

  On the partner portal, the Unifyr T&Cs are presented first. The partner has the option to download, print, or expand the view. Ideally, they will click Accept and the screen is not seen again until the next time we update our T&Cs. The partner can also click to Continue to the application without accepting the T&Cs.

  The partner has 30 days to accept the Unifyr T&Cs. If the T&Cs are not accepted within the time frame, the partner will not be able to log into the portal.

  If you have added your own T&Cs, they will follow the Unifyr T&Cs. The partner can't access the portal until they accept your T&Cs. Just like the Unifyr T&Cs, the partner can download, print, or expand the view on the supplier T&Cs.

• T&Cs for access to collateral - eligible partners browsing for assets see a banner inviting them to accept the T&Cs for content of types that have T&Cs associated. When they accept, the assets of that type are made available to them.

  If they don’t accept the T&Cs:

  • The assets of the collateral type are not presented to them when they browse for collateral.
  • The banner appears every time they browse for collateral in later sessions.

Terms & Conditions History

Want to know if a partner has accepted the T&Cs? 

1. Navigate to Partner Management > Partner Explorer.
2. Click on the partner name to open their record.
3. Go to the Terms and Conditions tab on the left sidebar.
4. The Terms of Service history for the partner is displayed, including Version, name and email address of the user that accepted them, Accepted Date, and the Type of T&Cs. If the partner hasn't accepted the T&Cs, this message is shown: The current terms have not been accepted by a partner administrator. 

The Type column indicates which T&Cs the partner has accepted:

• Collateral Library - for a collateral type
• Portal Access - your own T&Cs (note: this type was previously named Supplier)
• Zift

Translation for Terms & Conditions

Unifyr One provides the option to translate the advisory text for your T&Cs into multiple languages. For more information, see Translate Terms & Conditions.

Training

Related Topics

• GDPR
• Manage Individual Partner Details
• About Partner Groups