Uploading Supplier Terms & Conditions

1. Navigate to Partner Portal > Terms and Conditions.

2. Click Upload Terms and Conditions. The New Terms and Conditions window opens.

   

3. Enter this information as required:

   Parameter	Type	Description
   Name	Text	The name of the T&Cs. If you are planning to have different terms and conditions for different Partner Groups, or different uses, we recommend coming up with a naming convention.
   Contract Type	Dropdown	Select which area of Unifyr will be controlled by this set of T&Cs. Portal Access (default) - Partner users (or partner administrator) will be required to accept these T&Cs on the first log in to the partner portal, or when logging in after the T&Cs have been updated. Collateral Library - Partner users will be required to accept these T&Cs to access particular content assets in the partner portal. When you select this option, you can choose the content type or types to which the T&Cs apply.
   Collateral Content Type	Dropdown	Select the type of collateral asset for which this set of T&Cs will apply. The list is populated with the tags of type Library Content that are configured for your system. For information about tags, see About Tags and Taxonomy. This option is available if Collateral Library is selected for Contract Type.
   Guidance Text	Text	[Optional] Enable this option if you want to provide your own advisory text to accompany the T&Cs. Checking the option activates the text field where you can enter your advisory note. The field shows default text, which will be used if you don't enable the Guidance Text option and change the message.
   Acceptance By	Dropdown	Select how the Terms and Conditions for portal access will be accepted in the partner portal: All Users (default) - All users, including the Administrator, must accept the Terms and Conditions individually when logging in to the portal for the first time, or after an update to the T&Cs. Partner Admin - The Administrator of the partner account accepts the Terms and Conditions on behalf of all the partner users. Any User - Any single user of any role can agree to the T&Cs on behalf of the organization. Once the first user has accepted, no further request is made to any other user. This option is available if Portal Access is selected for Contract Type.
   To Partner Email Opt-in	Checkbox	Enable this option if you want T&Cs acceptance to automatically opt users in the partner organization in to receiving emails from you. If the partner Administrator is responsible for accepting T&Cs on behalf of the whole organization, doing so will also opt all users into receiving emails. Your T&Cs must advise users if this option is enabled. Partners can change the setting in > Settings > Notifications in their portal, if required. This option is available if Portal Access is selected for Contract Type.
   Partner Groups	Dropdown	[Optional] Use Partner Groups to filter this set of T&Cs to certain partners or users. More than one Partner Group may be selected for each T&Cs document. Only one supplier-provided T&Cs document will be available to a partner portal account. If no Partner Group is selected, this T&Cs document will show for any partners that do not have a T&Cs document filtered to their partner group. If a partner falls into more than one Partner Group that each has a separate T&Cs document, the partner will see the document that was most recently filtered to them. For more information about Partner Groups, see About Partner Groups.
   Active/Inactive	Toggle	Use the toggle to set the status of this set of T&Cs. Partners will see the most recently uploaded Active document that is assigned to their Partner Group. Documents classed as Inactive will not be shown.

4. Click Upload and select the appropriate PDF file to upload. It will appear in a preview window.
5. Click Save.

It is not possible to delete the T&Cs document after uploading it. The newest version is displayed to eligible partner users as follows:

• T&Cs for portal access - Displayed in a popup on their first login to the portal, or when the T&Cs have changed. You are not required to create a portal page.

  On the partner portal, the Unifyr T&Cs are presented first. The partner has the option to download, print, or expand the view. Ideally, they will click Accept and the screen is not seen again until the next time we update our T&Cs. The partner can also click to Continue to the application without accepting the T&Cs.

  The partner has 30 days to accept the Unifyr T&Cs. If the T&Cs are not accepted within the time frame, the partner will not be able to log into the portal.

  If you have added your own T&Cs, they will follow the Unifyr T&Cs. The partner can't access the portal until they accept your T&Cs. Just like the Unifyr T&Cs, the partner can download, print, or expand the view on the supplier T&Cs.

• T&Cs for access to collateral - eligible partners browsing for assets see a banner inviting them to accept the T&Cs for content of types that have T&Cs associated. When they accept, the assets of that type are made available to them.

  If they don’t accept the T&Cs:

  • The assets of the collateral type are not presented to them when they browse for collateral.
  • The banner appears every time they browse for collateral in later sessions.