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Unifyr Admin
Partner Management
Managing Partners
Partner Explorer
Partner Explorer
About Partner Management
Manage Partners
Manage Individual Partner Details
Partner Management Overview
Creating a Partner Account
Creating Partner Accounts in Bulk
Viewing and Customizing the Partner Accounts List
Configuring Advanced Filters in the Partner Accounts List
Exporting Partner and User Data
Updating Partner Information in Bulk
Adding a Data Field Value to Multiple Partners
Removing a Data Field from Multiple Partners
Managing an Individual Partner's Details
Editing a Partner's Profile and Custom Fields
Viewing the Partner Summary
Disabling / Enabling a Partner's Portal Access
Managing a Partner's Addresses
Viewing Geocoding of a Partner's Address
Editing a Partner's Locator Profile
Creating a New Partner User
Bulk Assigning / Unassigning Partner User Roles
Viewing a Partner User's Onboarding Progress
Managing Individual Partner User Details
Deactivating / Reactivating a Partner User Account
Removing a User from a Partner Account
Configuring your View of the Users List in a Partner Account
Resending a Welcome Email to a Partner User
Sending a Password Reset Email to a Partner User
Reviewing a Partner's Sales Reps
Viewing and Editing a Partner's Success Plans
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