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  1. Unifyr Admin Academy
  2. Partner Management
  3. Managing Partners
  4. Providers

Providers

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  • Manage Provider Accounts
  • Manage Individual Provider Details
  • About Marketplace
  • Provider Management Overview
  • Provider Accounts View
  • Adding a Provider and Activating the Account
  • Configuring Advanced Filters for the Providers List
  • Exporting Provider and User Data
  • Adding Data to Multiple Providers
  • Removing Data from Multiple Providers
  • Managing Individual Provider's Details
  • Editing a Provider's Profile and Custom Fields
  • Deactivating a Provider's Account
  • Editing a Provider's Locator Profile
  • Creating a New Provider User
  • Bulk Managing Provider User Roles
  • Managing Individual Provider User Details and MDF Access
  • Removing a User from a Provider Account
  • Sending a Password Reset Email to a Provider
  • Reviewing a Provider's Sales Reps
  • Viewing a Provider's Partner Group Membership
  • Viewing a Provider's Terms & Conditions Acceptance
  • Viewing, Creating, and Managing a Provider's Sales Leads
  • Viewing a Provider's Course Records
  • Viewing a Provider's Certification Records
  • View a Provider's Marketplace Orders
  • Viewing and Exporting Provider Marketing and Overview Reports
  • Marketplace Overview
  • Providing Content for the Marketplace
  • Displaying the Marketplace to Partners
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