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 ...

*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...

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...

Administrators now have the ability to Copy one Users Grid set-up to another. This will help to keep a more organized grid for everyone in your organization...

Unlike assigning a Role Model, Copying Permissions from either one User or a Role Model to another allows you to further adjust your Users permissions after...