1. Unit4 Partner Portal for Case Creator
Signing In and Account Management

2. Agenda Our services for you Login at Unit4 Partner Portal Account
Contacts

3. Our team is committed to customer satisfaction, through
Our services for you
Our team is committed to customer satisfaction, through
improved high quality, predictable and scalable global support service.
Rich, self-service knowledge-delivery systems.
Ultra-efficient request routing.
Friendly, responsive support teams.
Central support hubs.
We are growing to a global delivery model with central hubs and integrated teams of subject matter experts comprised of central and in-country analysts.
This will enable delivery of support using standardized processes, so the entire organization engages with Unit4 customers in one consistent, high-quality way.

4. You have a product question and need help?
I have a product question and I get the answer…
Self Service
…searching in our cloud based knowledge base
…or contacting Unit4 agent
via phone, , or by logging a ticket in partners.unit4.com/ portal
Level 1
User Interfaces
…or on different expert levels e.g. Consulting, R&D
Level 3
Internal Expert Groups
Example: Basic Troubleshooting
Example: Question on payroll = Domain Specialist
Example: Defect = application or consulting required
…agent will escalate with module expert or technician
Level 2

5. Login Instructions for New Portal (1/2)
Login Screen
Note: New users will send an to

6. Login Instructions for New Portal (2/2)
Login at partners.unit4.com/portal 1
Insert the username, password and
click “Login” 2
For Go-Live you will request a new
Password.
Click on “Forgot Password”
Enter your username and press “Continue”
Set new password and save !
Note: New users will send an to

7. Language setting Go to “My Settings” Select “Location Settings”1 2 3 4
Go to “My Settings”
Select “Location Settings”
Choose your language
Save the changes

8. Home Console for Partners
Home Button
Returns to the Home Console
Product Support (6.)
Open a case to get support of the Unit4 service team
Portals (7.)
Shows you additional Unit4 portals
Account
Information about contact details, qualification, etc.
Contacts
Your contacts
Knowledge base
Help yourself by using the Knowledge Base
Latest news
General and Product News
Documentation and Learning Center
General and Product Learning Center
Product support (2.)
Open a case to get support of the Unit4 service team
Portals (3.)
Shows you additional Unit4 portals
Track case status
View the status of case, add comments, etc.

9. Account
Click on “Account” to get information about account details, address information, entitlements, etc.

10. Select Desired Account1 2
Unit4 Partners can see Account and Contact details for those customers they support

11. Account Details You can view: Account Detail Address Information1 2
You can view:
Account Detail
Address Information
Custom Links
Contacts 3 4

12. Selecting “Contacts” provides an overview of your contacts.

13. Contacts
The contact overview shows the name, account name and phone number of your organization’s contacts. Click on the contact name to see more detailed information!

14. If you have any questions, please contact: admin.support@unit4.com