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Manage users and permissions in uConnect (add, manage, edit, delete)

This guide walks through the lifecycle of user management in your uConnect platform, including how to add, manage, edit and delete users.

Anna Brogan avatar
Written by Anna Brogan
Updated this week

🕒 Estimated Reading Time: 4 minutes
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Add a New User

  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.

Add an Existing User (User Already Exists Error)

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.

Edit an existing user profile and role permissions

  1. Click on the Manage tab in the left-hand side bar of the dashboard

  2. Hover over the Users tab and select All users

  3. Locate the user profile you'd like to edit

  4. Click Edit beneath his/her/their name

  5. Edit the user profile information as desired.

    • You have the option to add social media accounts, office hours, buttons to book appointments, tags to identify areas of expertise, a brief bio, and additional contact information

    • Admin users can change other users' roles and permissions, by selecting a new role from the 'Role' dropdown list found at the top of the screen

Remember: Only Admin users can change other users' roles and permissions

6. Click Update at the bottom of page to save your changes

Delete a user profile:

  1. Click on the "Manage" tab in the left-hand side menu in your dashboard.

  2. Hover over the "Users" tab and select "All Users."

  3. Locate the user you wish to delete.

  4. Hover over the user's name until the word "Remove" appears.

  5. Click "Remove."

  6. When the confirmation window opens, select "Confirm Removal."

Note: Deleting a user will not remove or delete any of the content that they contributed while active in the platform.


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