Unifyr Support
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Recent activity by Unifyr Support-
Changing a User's Role
Administrators can change any user's role.If you're not an Administrator, you can update your own profile from My Profile.To update a user's role: Click on your initials in the top right corner of...
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About Social Media
Social media provides you with the means to build, mix, and promote business engagement with supplier- and partner-generated social content. Social content comes in many forms (audio, text, video, ...
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Importing Contacts
Your portal supports bulk uploads of contacts. A quick way to add contacts is to upload a contact list from a file. The file must be in XLS, XLSX, TXT, or CSV format, and a maximum size of 5MB. We...
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Deleting a User's Account
Administrators can delete the account of any user in your organization.To delete a user account: Click on your initials in the top right corner of the portal window, then choose Account Settings. ...
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Upcoming Posts
The Upcoming Posts page displays social posts that have a date associated with them: Library (evergreen) posts that you have selected and scheduled. Supplier-provided posts that have a deadline fo...
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Updating a Lead
There are two types of change you can make to a lead: Change the contact details Update the status Change the contact details You can update the contact details of a registered lead: Navigate t...
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Company Profile
Administrator users in your portal account can view the Company Profile for their organization. The profile includes the company’s name, logo, and address details. They may be able to update the pr...
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Library Posts
The Library Posts page contains posts that are available for you to use. They typically don’t reference any specific event or timeframe, so they can be accessed and published at any time. Note Lib...
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Auto-Approving New Registered Users
Your supplier can allow you to have new user registrations auto-approved, if the user’s email address is from the same domain as all the existing users in your partner account. If you set up this o...
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Updating Contacts
You can update the details of a contact. Navigate to your Contacts page. Find the contact you want to edit, and click on it to open it for edit. Click Edit. Make the required changes to the con...