Manage Individual Provider Details

Permission Required

Only users with the role CAM and Administrator can edit provider and provider user details.

Overview

You can manage individual provider account and user information from Partner Management > Providers by clicking on the provider's name from the list. Having up-to-date provider information in Unifyr One will ensure your partners can effectively request and complete marketing tactics using their Marketing Development Funds.

In this article, we explain the steps required to edit provider account and provider user details.

To learn more about providers, see Manage Provider Accounts.

Contents

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

Edit Profile and Custom Fields

To edit these details for a specific provider account:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Profile. This area lists out all of the provider attributes, including Custom Fields.
4. Under Provider Information, when you click Edit, you can edit the provider's Contact Name, Contact Email, and Provider Company Description.
5. Under Partner Fields, when you click Edit, you can add/manage the Custom Partner Field information for the provider.
   • Custom Fields are data items that you collect from your partners and/or providers. You can create custom partner fields to capture the significant metadata when provider accounts are created and then use that as a filter for various channel actions.
6. Under Partner Filters, when you click Edit, you can add/remove which partners you want to allow access to this provider and their marketing offerings.
7. Click Save at the top right-hand corner of the section once your edits are completed.

Deactivate a Provider Account

A provider's account can be deactivated. This removes the provider's details from the Unifyr One partner portal. 

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Profile.
4. On the top right-hand corner, click the Deactivate button.
5. If you would like to re-activate the account, click Activate.

Edit Locator Profile

Permission Required

This feature is not available to all users. Submit a request to your Unifyr One team to have it enabled on your system.

If the provider is selected to be displayed on a Provider Locator, you can manage their profile here. This includes the detailed Profile Description, logo, a link to their Marketplace profile, and links to their social media pages.

To edit the Provider Locator Profile:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Locator Profile.

4. Make your desired edits.

   Notes:

   • The Profile Description is limited to 8000 characters.
   • Any Marketplace URL and Social Links values must include http:// or https://
   • The Marketplace URL can either be an external link to the Provider’s available offerings, or you can link to the provider's entry in your Providers feature page in the partner portal.
5. Click Save once your edits are completed.

Create a New Provider User

Important

If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.

You can add a new user to a provider account and provide them with the necessary access.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Users. This will show you the users that have access to this provider account.
4. On the top right-hand corner, click Create User.
5. In the pop-up, fill out the required fields: Email, First Name, Last Name, User Roles (including Custom Partner User Roles).
   • At least one user must be given Admin access to be able to edit their Company Profile and Provider Locator Profile (if applicable).
   • If the email address provided is already in use in another partner account, you will see a message notifying you of this.
   • If you are using SSO or have an SFDC integration, we recommend reading through the Partner User Roles page to understand how to assign roles via those channels.

6. Once you’ve completed the fields, click Create.

   If you’d like to undo this action, click Cancel.

7. The user will now show under the Users tab within the provider account. A welcome email will be sent to the user prompting them to log in to the partner portal.

   This is an example of the email your user will receive:

   

Bulk Manage Provider User Roles

You can assign and unassign roles to users within a provider account in bulk.

1. Navigate to Partner Management > Providers.
2. Click on the provider you want to update, to open their record for edit

3. On the left-hand sidebar, choose Users. This will show you the users that have access to this partner account.

   

4. From the list, click the checkbox to the left of the users you’d like to assign or unassign roles to.

5. On the top right-hand corner of the page, click the Manage User Roles button and select Assign or Unassign depending on which action you’d like to take.

   

   • If you clicked Assign, you will see a pop-up allowing you to select which role you’d like to apply to your selected users. Once selected, click Apply.
   • If you clicked Unassign, you will see a pop-up allowing you to select which role you’d like to remove from your selected users. Once selected, click Apply.

Manage Individual User Details and MDF Access

Important

If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.

To edit these details for a specific provider account:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Users. This will show you the users in this partner account.

   

4. In the Users list, review User details such as Name, Email, Roles, Onboarding Progress, Last Login, and MDF Access.
5. Click on the user to get to the User Details view and edit user information, roles, and manage their MDF access.
   • [Optional] Last Login in the grey box on the right-hand side displays  the last time the user logged into the Partner Portal. If the user has not logged in, you can click Resend Welcome Email?.
   • [Optional] Click Edit to enable/disable MDF Access for this user. If this option is not available, Submit a request to your Unifyr One team.
   • Click Save when you've completed your changes.
6. The user details view also includes a ... menu, with these options:
   • [Optional] Onboarding Progress - click to view or update the user's progress in completing your Onboarding tasks. Click Apply.
   • [Optional] Deactivate User / Reactivate User - click to manage the status of the user's account. 

   • [Optional] Delete User  - click to remove an inactivate user’s account. This is a permanent action and can't be undone.

     If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.

Remove a User From a Provider Account

You can delete a user's account if it has been deactivated. 

Important

If you have an integration, this feature may not be available to you. Submit a request to your Unifyr One team to discuss your options.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Users. This will show you the users in this provider account.

   

4. Click on the user to get to the user details view.

5. Click ... > Delete User.

   Caution

   A deleted provider user cannot be recovered - this includes any related data, personalization and user data generated in the portal.

6. You're asked to confirm that you want to delete the user. Click Delete to proceed. 

Send a Password Reset Email

Important

If you have an SSO integration, this functionality will not be available to you.

If a provider user forgot their password, you can send them an email to reset their password and access their partner portal account via Unifyr One. Follow the steps below:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Users.
4. Click on the user to get to the details view.
5. Click ... > Send Password Reset Email. The provider user can then use that email to reset their password and access their partner portal account.

Review Sales Rep Details 

Providers can create Sales Reps to manage deals via the Settings in their provider account. You can view their Sales Reps by following the steps below:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Sales Reps. This will show you the sales reps that have access to this provider account.
4. View the provider’s list of Sales Reps and their information, such as Email, Name, and if they are Active.

View Partner Groups

You can easily view a list of the Partner Groups of which a provider is a member.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Partner Groups.

For information on creating a Partner Group, see About Partner Groups.

Terms & Conditions Records

Terms and Conditions is a record of who has accepted each version of the Terms and Conditions of Use. The system records the email, first and last names, the date accepted, and the version of the Terms and Conditions. If a provider does not accept the Terms and Conditions of Use, suppliers will see The current terms have not been accepted by a partner administrator.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Terms and Conditions.
4. Review the Version, Accepted By, Accepted Date, and Type columns in the list.

Note: You can create a provider-specific Terms & Conditions. For more information, see About Terms & Conditions of Service.

View, Create, and Manage Sales Leads

From the Leads tab of a provider account, you can:

• View leads assigned to the provider account
• Create a new lead to distribute to a specific provider user
• Get a .CSV of their assigned leads emailed to you
• Bulk upload leads
• Edit information on existing leads
• Duplicate or deactivate a lead by clicking into it
• Resend a lead notification by clicking into it

To access a provider's lead information:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Sales > Leads.

   

For more information about these tasks, see Lead Distribution.

View Courses

The Courses tab lists out all of the training courses that the users in each provider account have either started or completed. Note: Courses that have been assigned to the provider, but have not yet been started will not show in the list.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Training > Courses.

View Certifications

The Certifications tab lists out all of the training certifications that the users in each provider account have either started or completed. Note: Certifications that have been assigned to the provider, but have not yet been started will not show in the list.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Training > Certifications.

View Order Details

The Orders tab of a provider account lists the Marketplace orders that partners have made with the provider.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Marketing > Orders. 

   

4. For each order, you can see this information:
   • Partner
   • Name of the Custom Activity that was requested
   • Order Status
   • Price
   • Payment Type
   • Estimated Completion Date
   • Last Activity on the order
   • Number of Leads associated with the order

View and Export Provider Marketing Data

You can view and export a provider's marketing activity or a broad analysis of a provider through the Marketing Reports tab of their account.

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.
3. On the left-hand sidebar, choose Analyze > Marketing Reports.
4. Scroll to view different sections of the reports.
5. You can export these reports based on pre-defined time ranges by clicking the Export as PDF dropdown button under Marketing Reports.

Related Topics

• Manage Provider Accounts
• About Marketplaces
• Lead Distribution
• Provider Orders
• Partner Portal Provider Articles