Skip to main content
Adding and Managing Users

Create a new user profile straight from your dashboard

Anna Brogan avatar
Written by Anna Brogan
Updated over a week ago

⏱️ Estimated Read Time: 2 minutes

Add a New User

To add a new user to your platform:

  1. Go to the Manage tab in the left-hand sidebar of the dashboard.

  2. Hover over Users and click Add New.

    1. Fill in the required information, such as name and email address.

    2. For the Username field, we recommend using the SSO ID if enabled on your platform.

  3. Select a Role for the user. The role you assign will control the user’s permissions.

    1. Check out our Role Permissions Guide to determine which level of permission is best.

  4. Add a password for the user or allow the system to generate one (sent via email).

  5. Click Add New User at the bottom of the page.

Once the user profile is created, you can edit it to add additional details such as content and contact information.

User Already Exists Error/Add an Existing User

If the user you're adding already exists in another office’s uConnect platform, you may encounter an error. To resolve this:

  1. Confirm if you have the 'Add Existing User' option available.

    1. If this option is enabled, you can add the existing user to your platform.

    2. If you do not have this option, please contact our Support Team to have it enabled.

Once you've created a basic profile, you can edit it to add content and contact information.


Did this answer your question?