Working with the Unionpoint Portal
This guide describes how you can work with the Unionpoint Portal to access the Unionpoint Integration Platform and manage Portal users, when provisioned for your account.
Prerequisites
- Get started with the Unionpoint Portal.
- Familiarize yourself with Unionpoint glossary.
- Familiarize yourself with Unionpoint concepts.
- Familiarize yourself with Workato concepts.
Tasks
| Option | Task | See |
|---|---|---|
| 1 | Access the Integration Platform to build your custom integrations, if provisioned. | Getting Started with the Unionpoint Integration Platform |
| 2 | Manage users within the Portal.
Note: You can view, add, edit, and delete Portal users if you have either an
Admin or
Manager role.
|
View Portal Users |
| 3 | Grant 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 either an
Admin or
Manager role.
|