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Uniphore Customer Portal

Partner Onboarding on X-Platform
  1. Click Partners.

    Partners_Tab.png
  2. Click Add New Partner.

    Add_New_Partner_.png
  3. In the Add New Partner pop out window enter the details that follow:

    • Partner Name

    • SLUG

    • Cost Center (Select from drop-down).

  4. Click ADD. Click CLOSE if you don't want to proceed with adding the partner.

  5. Click on the newly created partner. The Customer Management screen of the partner is displayed.

    Customer_Management__Page.png
  6. Click CUSTOMERS tab.

  7. Click the name of a customer in the Name field of Customer Management screen. The customer details page is displayed.

    Customer_Details_Page.png
  8. Click APPS tab.

  9. Click PROVISION NEW APP button. The PROVISION NEW APP window opens up.

    Provision_New_App_Window.png
  10. Enter the details that follow in the PROVISION NEW APP window:

    • Application (Select U-Analyze from the drop-down)

    • Standard Solution Pack (Select from the drop-down)

    The U-Analyze application gets provisioned and deployed.

    Application_Deployed_Screen.png

    The APPS tab now displays the details that follow:

    • Application: The application name (U-Analyze, U-Assist or U-Self Serve)

    • Provisioned Date: The date when the application was provisioned along with the time stamp

    • URL: The URL of the application

    • Cluster: The region where the cluster is located

    • Status: Once an application is deployed its status is shown as Active.

    A delete icon is provided besides the status column to delete the provisioned application.

    A refresh button is provided beside the PROVISION NEW APP button to refresh the APPS tab.