Managing Users

Admins can add, modify, and activate/deactivate users.

To add a user:

1. Click Add User.

2. Enter the user's details:

   • First Name
   • Last Name
   • Role - either Manager or User
   • Email

3. Click Create User.

   The new user is now added. They will receive a welcome email with instructions on how to activate their account. If they have not activated their account, click the Resend button to invite them again.

Note: Creating a user in Unionpoint Portal creates a user within the Integration Platform as well.

To edit a user:

1. Click the pencil icon next to the user's name.

2. Edit the user's details.

   Only the following may be edited:

   • First Name
   • Last Name
   • Role - either Manager or User
   Note: Admin roles cannot be changed. Email addresses cannot be changed as it is the unique identifier for each user in the portal.

3. Click Update User.

   The user details are now updated.

To delete a user:

1. Click the trash icon next to the user's name.

   The Confirm User Delete prompt displays

2. Click Yes.

   The user is now deleted.