Adding a User

Unifyr Support
Unifyr Support
  • Updated

Users with the Administrator role can add users to your partner account.

Note

Some suppliers manage users on behalf of their partners. If this is the case, contact your supplier with requests to add users.

  1. Click on your initials in the top right corner of the portal window, then choose Account Settings.

    react_homepage_settings.png

  2. Go to the Manage Users tab in the Settings area. This opens a list of all current users in your partner account.
  3. Click Add User.

    react_homepage_manage_users_add_user.png

  4. Provide the requested information, to create a new user associated with your company. Your supplier decides what information they need captured in the form.
  5. Specify the user's role.
  6. Click Create. An email is sent to the new user, with a link for them to set their password. This is an example of an email:

    react_welcome_email.png

    The email is sent from your supplier's designated portal email address - they can verify it for you. Ensure that emails are delivered by advising your users to whitelist the address.

    The new user can click the link in the email and add their password when prompted. When they've added their password, they can access your partner portal.

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