UCM Support

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 ...

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 ...

You now have the ability to assign your Responsible Parties (Owner, Primary, Secondary, Tertiary), to automatically have access to any Contract they are ass...

*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...

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...

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...

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...

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 ...

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 ...

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...