How to Add Users to the Unific Portal Overview

Prerequisites - You must be logged into the Unific portal with an Administrator account. - Only users with administrative permissions can invite or manage users.

Steps to Add a User

1. Log in to the Unific Portal.

2. From the left-hand navigation menu, click Settings.

3. Enter the following information: - User's First & Last Name - Email Address - Role (for example: Administrator or Sales)

7. Review the details to ensure they are correct.

8. Click on Send Invite button

9. The user will receive an invitation email with instructions to activate their account.

Managing Existing Users To modify an existing user's access:

1. Go to Settings > Users.

2. Locate the user from the list.

3. Edit their role or permissions as required.

4. Save the changes.

Troubleshooting

The user did not receive the invitation email - Verify that the email address was entered correctly.

- Ask the user to check their Spam or Junk folder.

- Resend the invitation from the Users page if necessary.

Unable to add a user - Ensure your account has Administrator permissions.

- Verify that your subscription allows additional users.

- Contact Unific Support if the issue persists

-Whitelist Unific's IP Address Best Practices Regularly review user access and remove inactive users.

- Use administrator privileges only for users who require full portal management