User Management

How to Add a New User
Administrators can easily add users into their agency. To add new users, follow these steps:  1. From the homepage, select the General Admin tab and cli...
Sat, 27 Nov, 2021 at 10:25 AM
How to Delete a User
Administrators can delete users from their agency by following these steps:  1. From the homepage, select the General Admin tab and click User Managemen...
Sat, 27 Nov, 2021 at 10:27 AM
How to Edit a User
1. From the homepage, select General Admin and then click on User Management.  2. Users will be redirected to the User Management page.  3. To...
Sat, 27 Nov, 2021 at 10:58 AM
How to search/export users?
Users can also export or search for users. Navigate to the General Admin > User Management. To export the user list into an excel spreadsheet, click the...
Sun, 28 Nov, 2021 at 4:53 AM
How to Log In as Another User using an Admin Account
Administrators can log in as another user through the User Management. This allows the administrators to view the other user’s Unified Solutions account pro...
Fri, 10 Dec, 2021 at 8:49 AM
User Management: Advanced Filters
Administrators may use the Advanced Filters feature on the Users page to easily see an overview of their current users in terms of their roles and also see ...
Fri, 10 Dec, 2021 at 9:11 AM