Manage User & Role Models

Add a New User
Setting up a New User Creating a New User inside of UCM is very easy. You'll want to go to: Company Admin --> Manage Users --> New User ...
Wed, Jun 30, 2021 at 4:01 PM
Reset User Passwords
What do you do, when a User forgets their password?  The answer is simple: Reset it for them! In the Manage Users Grid, found in Company Admin, you ...
Sun, Jan 24, 2021 at 8:21 PM
Default Additional Access for Responsible Parties
You now have the ability to assign your Responsible Parties (Owner, Primary, Secondary, Tertiary), to automatically have access to any Contract they are ass...
Mon, Jun 7, 2021 at 9:15 AM
What are User's Folder Permissions?
*Note* For some User Types (Read Only, Template Only) you'll find not all Permissions will show up in a User's permissions folder. For Users who a...
Wed, Jun 30, 2021 at 3:59 PM
Set Permissions for New Users
Once you click the Save button to create a New User, and you see the message… you would think that this is the end of the process, but there’s ano...
Wed, Jan 20, 2021 at 3:51 PM
Additional Access and Folder Permission Combo
What happens when a User has access to a Contract Container from both Additional Access and their Folder Permissions? Using the example images below, yo...
Mon, Jul 12, 2021 at 2:08 PM
Responsible Parties
Responsible Parties are a part of what we call Titles in UCM, and these Titles allow you to assign Users of your system to a Contract.  What these roles def...
Sun, Jan 24, 2021 at 8:17 PM
Additional Access - Granting Access
Security inside of UCM has traditionally been handled through a combination of Folder and Contract Type permissions that either grant or deny access to the ...
Tue, Apr 20, 2021 at 6:55 PM
Additional Access - Administrative Set-Up
Security inside of UCM has traditionally been handled through a combination of Folder and Contract Type permissions that either grant or deny access to the ...
Tue, Apr 20, 2021 at 6:56 PM
Suggested Grid Layouts
Now that you can copy Grid Layouts to other Users, here are a few of our suggestions for how to best lay out your grids. To hear more about Grid Layouts, ch...
Tue, May 11, 2021 at 9:27 AM