Deltek Unionpoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Add a Portal User

If you are a Portal user with an Admin role, you can add users to the Unionpoint Portal.

Prerequisite:

Note: When you add a user to the Portal, a corresponding user record is automatically created in the Unionpoint Integration Platform, even if your customer account is not yet provisioned to access the Integration Platform.

To add a portal user:

  1. On the Manage Users tab, click Add User.
  2. Enter the user's details:
    • First Name
    • Last Name
    • Role - either Manager or User
    • Email
    Note: The email address is the unique identifier for each user in the Portal.
  3. Click Create User.
Your new user is now added. This new user will receive a welcome email with instructions on how to activate their Portal account. If they have not activated their account, click Resend to invite them again.