Viewing a Custom Partner Form in Unifyr One Admin

Any custom partner forms you set up are presented as individual tabs in the Profile area of partner accounts in Unifyr One Admin, in addition to the Partner Profile form. You will see a tab for each form of type Unifyr One you have available. For more information, see Creating a Custom Form for Unifyr One Admin.

1. Navigate to Partner Management > Partner Accounts.
2. Choose a partner and click on their name to open their record.
3. Navigate to the Profile tab in the left sidebar.
4. The tabs across the top of the page show the forms. For information about managing the data in the tabs, see Editing a Partner's Profile and Custom Fields.