Working with the Unionpoint Portal

This guide describes how you can work with the Unionpoint Portal to manage access to the Unionpoint Integration Platform when provisioned for your account, view your Portal account settings, set up your integrations, as well as manage Portal users.

Prerequisites

• Get started with the Unionpoint Portal.
• Familiarize yourself with Unionpoint glossary.
• Familiarize yourself with Unionpoint concepts.
• Familiarize yourself with Workato concepts.
• Familiarize yourself with Unionpoint best practices.

Note: If your access to the Unionpoint Portal is only to configure productized integrations, then you do not have access to the integration platform.

Tasks

Option	Task	See
1	Access the Integration Platform to build your custom integrations, if provisioned.	Access the Integration Platform
2	View your Portal account settings.	View Account Settings
3	Set up your productized integrations. Note: You can set up productized integrations if you have either an Admin or a Manager role.	Set Up an Integration in the Portal
4	Manage users within the Portal. Note: You can view, add, edit, and delete Portal users if you have an Admin role.	View Portal Users Add a Portal User Edit a Portal User Delete a Portal User Assign the Admin Role to Another Portal User
5	Grant, reject, and revoke requests from Deltek users to access your Integration Platform environment. Note: You can grant or revoke access requests to your Integration Platform environment if you have an Admin role.	View Deltek Users Grant an Access Request from a Deltek User Reject an Access Request from a Deltek User Revoke a Deltek User Access
6	Reset multi-factor authentication for your Portal account.	Reset Multi-factor Authentication