Country Management

Note

The Country Management feature may need to be enabled on your system. Submit a request to your Unifyr One team if you want to use it.

Overview

Users with the required permission can define how countries are listed in any Country field presented in  Unifyr One - for example, forms, supplier/partner profiles, user/partner records, partner groups, etc.. This allows you to better align the data collected from partners with your existing business processes.

With the Country Management feature, you can prioritize and hide countries in a Country list as well as confirm if the states/counties/provinces from the country should also be listed (this is on by default for U.S., Canada, and Australia). When changes are made to the list, all Country fields in Unifyr One will be updated for you and your partners.

Important

• Country lists are based on ISO 3166. If your organization does not use this country code standard, we do not recommend enabling this feature.
• A user must have the permission System Management > Countries in their Unifyr One Admin account to manage information about countries. For more information about roles, see Manage Role Permissions.
• This feature does not allow you to create a new country in the list. If eligible, you can update information about the available countries.

Intended Audience

Channel Marketing Leader, Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.

Contents

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

View the Countries List

A default list of countries and states is provided in Unifyr One Admin. To access the list, go to   > Settings > Countries.

The list includes these columns of information:

Parameter	Type	Description
Name	Text	The name of the country.
ISO Code	Auto	The internationally recognized code for the country, automatically generated in Unifyr One.
Priority	Yes/No	Whether the country should appear at the top of any Country list. This makes the countries that you do the most business with more easily available.
Visible	Yes/No	Whether the country is shown (Yes) or hidden (No) in a Country list.
Display States	Yes/No	Whether the States field is shown for the country. The States field for a country lists states/counties/provinces, etc., depending on the country. If No, the States field shows as Not Applicable in a form and is disabled.

Edit Country Information

To edit the information about a country:

1. Navigate to   > Settings > Countries.

2. Find the country you want to edit, and click on it to open it.

   You can use the search bar or filter by Priority Order, Visible, and Display States to quickly find the country.

3. Make changes to these fields as required:

   • Priority Order - Choose Yes to move the country to the top of any Country list.
   • Visible - Show/hide the country in any Country list.

   • Display States - Enable/disable the States list (where applicable) when viewing the country. The states are listed on the right of the window for reference.

     The States field for a country lists states/counties/provinces, etc., depending on the country.

   

4. Click Save.

The Country Field in Unifyr One

The Country field appears in these areas of Unifyr One:

Unifyr One Admin

• Settings > My Profile
• User records
• Partner records
• Partner Groups that include a Country rule
• Deal Account records

Partner Portal

• Partner Company Profile
• Accounts associated with deals
• Partner Locator

Training

Related Topics

• Manage Individual Partner Details