Giving a User Access to Multiple Partner Accounts

Unifyr Support
Unifyr Support
  • Updated

Note

Your supplier needs to enable the option for users to be members of multiple partner accounts.

A partner user can be a member of multiple partner accounts (a mulit-partner user), using the same email address in each. A single login / credentials gives them unified access all accounts.

In the portal, they can quickly switch between the accounts to which they’re linked. They can have different roles/permissions/access in each.

portal_switch_partner.png

If this type of access is enabled for your portal, you can create a user account as normal. If it’s the first account for a user with this email address, the new user will receive a welcome email inviting them to set their password for portal access.

For more information, see Adding a User.

If this is not the first account for a user with this name and email address, their accounts will be linked to create a multi-partner user. A message will confirm the linking.

portal_new_user_multi_partner.png

The second and any subsequent accounts for the same user will not receive the welcome/create password email - the user uses the login credentials they set up from the original email to access all their linked accounts. They’ll get an email confirming each new account, with the option to login using their existing credentials.

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