Add a partner company

Adding a partner company to the list allows you to work with partner company users within Unifier.

To add a partner company

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Partner Companies in the left Navigator. The Partner Companies log opens.
  3. Click the Add button. The Add Partner Companies window opens, listing available potential partner companies. (This list is maintained by the Site Administrator.)
  4. To search for a particular company, click the Find button. The Find box opens at the top of the window. Click the Search By drop down and choose Company Name or Contact Name. Enter the search criteria in the Search for field and click the Search button.
  5. Select one or more companies from the list and click the Add button.
  6. When the confirmation window opens, click Yes. The company is added to the log. Users from the company are now available to be added to company, project, or shell functions.

See Also

Adding & Managing Partner Companies

Remove a partner company

View partner company profile



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Last Published Tuesday, April 12, 2022