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Unifyr Support

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Articles

Recent activity by Unifyr Support

  • Taking a Course or Certification

    Get your training courses from these pages of the partner portal: Courses - browse available courses Certifications - browse available certification-based courses To take a training course or c...

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  • Registering for an Event

    If your supplier has set up registration for an event, follow these steps to register: Navigate to your Events page. Click on the event you want to attend, to open its details. Check the curr...

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  • August 2026 Updates

    August 30, 2026Bug fix release. August 23, 2026Bug fix release. August 16, 2026Users can have access to multiple partner accountsPartner types such as agencies, multi-brand retailers, or regional d...

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  • My Profile

    My Profile is the personal information held about you in your partner account. It's usually your name, contact details and any other information your supplier wants to know about you. You can keep ...

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  • Personalizing a Customizable PDF

    If your supplier has provided co-brandable PDFs for you to use, you can replace placeholder information in the file with your own details. This allows you to create professionally branded marketing...

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  • Viewing your Training Progress

    If you’ve engaged with training material from your supplier, you can find a summary of your progress in these pages: Courses Certifications Each page includes two tabs: In Progress - shows the ...

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  • Attending an Event and Getting Confirmation

    Your partner event usually includes information on how to attend it - in person, or via a collaboration platform such as Zoom. After you have attended the event, your supplier can update their reco...

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  • Viewing your Deals

    As a default, deal records can be made available to you from these areas of the partner portal: Deals page Recent Deals widget Deals pageYour supplier may have specified that you can see all deals,...

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  • Viewing your Contacts

    In the Contacts page, you can see all your your contacts, with basic information, as a list. Click on a contact to view its details.  The list is sorted by Create Date as a default - with the most ...

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  • Terms & Conditions of Use

    Important New partner accounts must typically accept the Unifyr Terms and Conditions (T&Cs) within 30 days of their first user (any role) logging in to the partner portal. Failure to do so may re...

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