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 Whe...
Fri, Dec 11, 2020 at 5:13 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 shou...
Fri, Dec 11, 2020 at 5:13 PM
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...
Fri, Dec 11, 2020 at 5:13 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
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...
Fri, Dec 11, 2020 at 5:13 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 ...
Fri, Dec 11, 2020 at 5:13 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 ...
Fri, Dec 11, 2020 at 5:13 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...
Fri, Dec 11, 2020 at 5:13 PM
Copy Grid Set-Up
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...
Fri, Dec 11, 2020 at 5:13 PM
Copying Permissions from a User or Role Model
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...
Fri, Dec 11, 2020 at 5:13 PM