2026 Latest Updates

Every week, we're making Unifyr smarter, faster, and more powerful, so you can focus on growing your business not managing your tools. Explore the latest features and enhancements that we deliver straight to your platform.

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This article shows you the latest releases (current month) - use the links in Articles in this section to dig back into previous months. You can also click here for a wrapup of last month, listed by product feature.

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June 14, 2026

Implement deal visibility boundaries for partners

You can now set up your deal registration process to allow partner users to only see the deals they created or those to which they are explicitly assigned. This applies to listings, search results, exports of deal data, and links to Deal URLs.

A new Deal Visibility setting can be applied to your partner user role definitions. With it, you specify either All Deals or Assigned Deals.

Note

This option needs to be enabled on your system - submit a request to your Unifyr team if you want to use it.

With Assigned Deals set for a role, partner users with that role only see deals where they are the creator OR are assigned as a contact (as sales rep, deal owner, or other partner contact on the deal).

Supplier users continue to see all deals in Unifyr Admin.

For information about managing partner user roles, see Partner User Roles.

Partners can easily spot their most recent Ask IQ conversations

We've made a small but useful update to Ask IQ in the portal - we've added the date of the most recent message in each conversation in the chat history .

 

Easily undo a Field Mapping in a data sync

It's now easier to unmap an external data field, when setting up your mappings for a data sync - click the X next to it in the Field Mappings dropdown menu. The field will be set to Field not synced.

June 07, 2026

Simplify deal visibility for your CAMs

We've added the option for you to set a deal visibility filter for CAMs, based on deal type.

These configuration options have been added to Unifyr Admin:

• Deal Type Restrictions filter setting for the CAM user role (Unifyr Admin users) - select the deal types that your CAM users can see, restricting the Deals listing to only show deals of those types

  The setting works in conjunction with the existing Partner Data Restrictions setting for the role - both filters must be matched for a deal to show to the CAM.

• The option to include the new filter for all user roles - submit a request to your Unifyr team if you want to use it, as it needs to be enabled on your system.

Notes

This setting doesn't affect the partner portal experience.

Users with impersonation rights can still access the portal as any partner user and see all activity that partner user would see, regardless of deal type or brand assignment.

For information about managing Unifyr Admin users, see Manage Unifyr Admin Users.

Welcome your new partners after their accounts have been synced into Unifyr

You can now specify that new partner users automatically receive a welcome email when their account has been created in Unifyr via an integration with your CRM.

To send the emails, enable the new setting Send welcome emails to new users when creating a sync of Partner User data.

 

Notes

The global system preference for Welcome Emails takes precedence over this setting - if you've mandated that no welcome emails should be sent, they won't be sent for synced accounts.

If the setting is disabled, you still have the option to manually trigger a welcome email for a new user in Partner Explorer - see Resending a Welcome Email to a Partner User.

Partners can view key information about their leads

(For suppliers with an Engage subscription)

We've added some more information to the view your partners have of their leads:

• Lead owner
• Custom information you've requested during registration - custom fields of type Lead > Register
• Status of any deals generated from the lead - the user can also click a link to access a deal

 

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Monthly Recap - May

Welcome to Unifyr's monthly release recap. These are the new feature, update, and enhancement highlights that we delivered to your platform in May 2026. For more information, see May 2026 Updates.

Unifyr IQ and AI Support

• Multi-line prompt support in Ask IQ conversations
• New Credit Usage page for tracking your AI spend

Deal Management

• Deal IQ's insights (if enabled) shown in partners' deal records
• Currency support when creating deals
• More currencies available for deals
• New sort/filter options for Registered Deals listing:
  • Filter for Account Country, Submit Date, Close date, and Co-Selling Partner (if enabled)
  • Sort on Account and Account Country
• Partners can manage contacts directly in the deal record
• All co-selling partners show deals they're working on with others

Collateral Programs

• Modernized details page, with drag and drop support for reordering assets

CRM Integrations 

• Integration managers can add and edit external IDs for partner, partner user, lead, deal, account, and Custom Object submission records
• External IDs are removed when partners are deleted

LMS/Training

• Browser toolbar and Download option hidden for PDF training content

Engage subscriptions only

• Curated set of reports in Analytics & Reports

General

• Persistent filters in listings page views
• New layout and actions in the Notifications area bell icon

Bug Fixes 

• 79 bug fixes