Note
You can also create users directly in their individual partner account - go to Partner Management > Partner Explorer > Partner Accounts, choose a partner and go to the Users tab.
To create a partner user from the User Explorer, follow these steps:
- Navigate to Partner Management > User Explorer.
- Click Create User.
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Complete this information:
Parameter Type Description Partner Dropdown The partner account to which the user should be added. Email Text The email address of the user. First Name Text The first name of the user. Last Name Text The last/family name of the user. Mobile Phone Text [Optional] The user’s mobile/cell phone number. Office Phone Text [Optional] The user’s office phone number. User Roles Multiselect The role or roles assigned to the user to define their access to the portal and its content.
Choose from:
- Administrator
- Marketing
- Sales
- Custom partner user role(s), if implemented
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Click Create to create the user, or Create and View to create the user and open their details for edit. The user account is created with an Active status.
You will see an error message if the user already exists.
Note
If you have the Multi-Partner Users feature enabled, you can create a user that can be linked to multiple partner accounts using the same email address. For more information, see Giving a Partner User Access to Multiple Partner Accounts. Submit a request to your Unifyr team if you want to create users of this type.
To terminate the action, click Cancel.
- The user shows in the User Explorer list, and under the Users tab of the partner account. A welcome email may be sent to the user (depending on your system settings), prompting them to log in to the partner portal and set their password.
Note
If a user is a member of multiple partner accounts (if you have Multi-Partner Users enabled):
- If the user was added to multiple existing partner accounts - They won’t receive a welcome email for the accounts to which they’re added after the first one. They don’t need one - the password they set from the original email will apply for all partner accounts.
- If you created a new partner as the 2nd partner account for an existing user - again, the user won’t receive a welcome/set password email. They’ll see an email welcoming them to the partner account, and can use their existing credentials for both accounts.
- The User Explorer only shows the user record for the original account to which they were linked. There is a record for them in the Users page of each of their individual partner accounts.
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