Manage User & Role Models

Copy Grid Settings
Administrators now have the ability to Copy Grid Settings from one user to another. This will help to keep a more organized, uniformed grid display for ever...
Wed, Jun 22, 2022 at 12:45 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
Users: Global "Allow To" Actions
Basic User Permissions: Allow To Your user has a few checkbox options right underneath the User Info section that can adjust what they are allowed to do...
Mon, Jun 20, 2022 at 11:47 AM
What is a Role Model and what do they do?
When you're using UCM, do you have a lot of users, concurrent or otherwise? Do multiple users require the same permissions, perhaps they're in th...
Mon, Jul 18, 2022 at 12:26 PM
Message Users from UCM
This function allows System Administrators to send an email to all or select active Users within UCM, separate from their Company Email System (such as Out...
Tue, Jun 7, 2022 at 3:01 PM
Fix Incorrect User Information
After a User is marked "Active" in the system their User Information can't be edited unless they're made inactive again To fix any incor...
Fri, Dec 11, 2020 at 5:13 PM
Why can't I see this User in the Grid?
When you create new users, or when a user is deactivated, they can be removed from the User Grid if you have your settings configured to do so. Why woul...
Fri, Dec 11, 2020 at 5:13 PM
Replace or "Delete" (Inactivate) Users
While you can't actually Delete Users from UCM (to preserve historical data), you can remove them from sight on the Manage User Grid and from any User ...
Wed, Sep 22, 2021 at 4:29 PM
Give Admins Permission to "Administer Object"
If you've added a new Administrator to your system, there are some essential steps to promote them fully! If your Administrator is attempting to make c...
Thu, Jun 2, 2022 at 11:07 AM