Any custom partner user forms you set up are presented as individual tabs in a partner user account in Unifyr One Admin, in addition to the Partner User Profile form. You will see a tab for each custom form of type Unifyr One you have available. For more information, see Creating a Custom Form for Unifyr One Admin.
- Navigate to Partner Management > Partner Accounts.
- Choose a partner and click on their name to open their record.
- Go to the Users tab.
- Find the user whose information you want to view, and click on it to open it for edit.
- The tabs across the top of the page show the forms. For information about managing the data in the tabs, see Managing Individual Partner User Details.
Comments
Please sign in to leave a comment.