1. Unit4 Customer Portal
Knowledge User Access

2. Agenda New Accounts and Set Up Knowledge Portals Latest News
Documentation and Learning Centre

3. Login Instructions for New Portal
Login at partners.unit4.com/portal 1
Insert the username, password and
click “Login” 2
New Users request access by sending
an to !

4. 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

5. Home Console for Knowledge Users
Home Button
Returns to the Home Console
Product Support
Open a case to get support of the Unit4 service team – not available to Knowledge Users.
Portals
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
Open a case to get support of the Unit4 service team - not available to Knowledge Users.
Portals
Shows you additional Unit4 portals
Track case status
View the status of case, add comments, etc. -not available to Knowledge Users.

6. Knowledge base
Click on “Knowledge base” for self service.

7. Knowledge base for self service
When you click on “Knowledge base” you have the possibility to choose between different selections.
Note: Knowledge Users will not see
Case information
Each selection has the same logic of search.

8. Knowledge base – logic of search
Choose type of selection you want search in (All content, Help and Knowledge) - All applications have the same logic of search.
Type in a keyword to get content for your solution (check the spelling, try using fewer, different or more general keywords, remove current record context when you want to broaden your search).
Additional search filters will be displayed on the left based on your type of search, e.g. “Product” and “Category”.
Here you find suggestions/articles that may match your keyword Online-help will also be displayed! 1 2 4 3

9. Portals
Under “Portals” are addition access points to information, expertise and applications.

10. This is a place for your ideas on the product.
Portals
This is a place for your ideas on the product.
Here you can find Unit4 portals based on your product suite. In the portals you can find documentation and more about Unit4 products, as well as links to country-specific portals.

11. Portals
Examples Portals

12. Latest news
Click “Latest news” and find product information and general information

13. Latest news Product information – General information.
Specific information about a Unit4 product.

14. Documentation and Learning Centre
Click on “Documentation and Learning Centre” obtain learning content

15. Documentation and Learning Centre
Local & Industry-Specific Product information including:
Release Notes
Training Manuals
Includes:
Procedural information
Portal training material

16. Documentation and Learning Centre
If you click on one product related learning content (e.g. Installation Guides) you will get a list of different learning content to search for your topic.

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