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Purpose

The purpose of this article is to provide our clients information on how to address their most common questions when first setting up their account with uPortal360.

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Tip 1 - Link to the login page

uPortal Login It is recommended to bookmark the login page and all other links to help your experience with uPortal360. We have provided useful articles for how to bookmark links through Chrome, Internet Explorer, Microsoft Edge, and how to save a link directly to a desktop on iOS devices as an app. Instructions from Google Instructions from Microsoft Wikihow

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Tip 2 - Set up your Users

manage users

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Creating a New User

  1. Open the Manage Users tab
  2. Click the + Add New User button at the top
  3. Populate all fields with a red asterisk
  4. After you click + Add you will be directed to that user’s profile a) Some permissions and reports will come standard with whichever role you selected b) You can edit that information in Advanced Configuration section after clicking Edit User
  5. Once the user has been created, you will need to send their password by clicking the Send/Reset Password button at the top
When creating a new user, you will be asked to give them a role. There are three different types.
Quick Tip For the purpose of contacting the right person within your office, it is important to keep each user’s title current/updated in uPortal360. We want to make sure all communications go to the correct user and that all users are receiving content relevant to their role.

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Updating a User’s Password

  1. Open the Manage Users tab.
  2. Click on the View button of the user in need of a password change.
  3. Check that the Email/Username field is correct for that user. The username must be unique. a) If the Email or Username is incorrect, see “Changing an Email Address” below.
  4. The user should receive an email with a temporary passwaord. b) If the email is not received, check the spam folder.
  5. If the email is not in the spam folder, have the user email uSupport@ugafinance.com or call (888) 842 2461

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Changing an Email Address

  1. Open the Manage Users tab.
  2. Click on the View button of the user in need of an email change.
  3. Click Edit User at the top.
  4. Edit the Portal Pin field.
  5. Click Save.
A user’s PIN must be unique and 4 digits long. Visual instructions can be found here.

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Removing a User

  1. Open the Manage Users tab
  2. Locate the user and click View.
  3. Click the red Delete User button at the top of the screen and provide a reason in the popup box that appears.
  4. When you click Confirm the user will be deleted, and you will be directed back to the Manage Users tab.

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Adding and Removing Permissions

  1. Open the Manage Users tab
  2. Locate the user and click View.
  3. Click Edit User
  4. In the Advanced Configuration section, click on the Permissions tab.
  5. Use the toggles to add or remove permissions for the user.
  6. Scroll upwards, and click Save.

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Locations and Programs Permissions

  1. Open the Manage Users tab.
  2. Locate the user and click View.
  3. Click Edit User.
  4. In the Advanced Configuration section, click on the Programs or Locations tab.
  5. Scroll up and click Save.

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Add or Remove Reports

  1. Open the Manage Users tab.
  2. Locate the user and click View.
  3. Click Edit User.
  4. In the Advanced Configuration section, click of the Reports tab.
  5. Use the toggles on the right add or remove access to the reports for that specific user.
  6. Scroll up and click Save.

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Tip 3 - Using the Direct Apply Consumer Interface

Before using our Apply Consumer Interface be sure to note the Program Number. To all for smooth interactions between clients and consumers, we have created a customizable direct link for our clients to send to their consumers to apply for financing. This link is quickly set by adding the Program ID to the end of a URL that we provide. This link will take the user to that location’s interface. The cash price of the service being financed can also be provided through the custom link. When the cash price is provided, a charge for the consumer will be created automatically when they submit their application. Contact uSupport for a Program ID To receive a custom link, contact our Sales Department to being the process. Email sales@ugafinance.com or call (877)-233-6999. Be sure to Bookmark the custom link for ease of access

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Shortening a URL

When planning to send a custom link , we recommend using a URL shortening service such as bit.ly to make the link more consumer-friendly. For example: https://apply.uportal360.com/?locationId=&programId=ABCKC&cashPrice=5000&downPayment=0&description=ServiceName Becomes https://bit.ly/2Ru1tPH) URL conversion through bit.ly is free.

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Tip 4 - Reviewing the Quick Start Guide

The quick start guide provide a summary of the portal and starting applications. The guide also has testing information for training purposes as well. We suggest downloading this for quick access and to distribute to employees. Select the guides embedded below to download a PDF version directly from this article.

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Standard Contract Origination

The Standard Quick Start Guide goes through the process of assisting a consumer who is completing their application at the office. The consumer will provide all information, and the employee will enter it. The consumer will have the option to sign in the office or to have the opportunity to review the application and sign later.

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Consumer Facing Origination

If the consumer needs to enter their own information into the application, a direct link can be sent to them. The link can be accessed anywhere. If the consumer begins filling out the application but does not complete it, their application will be sent to your To Do Queue.

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Tip 5 - Asking for Support

Save our support numbers. The Quick Start Guide includes all of our support information in the footer. Clientscan reach us through telephone by calling (888)-842-2461 Monday - Sunday, 7:00 a.m. - 8:30 p.m. CST. When prompted to, select Option 1. Clients can also reach us through email at: usupport@ugafinance.com. Users that have permission to can submit a support ticket for general inquiries or consumer-specific inquiries with their uPortal360 credentials. Consumers can reach us at (888)-233-2303 Monday through Thursday 8:00 a.m. - 9:00 p.m., Friday 8:00 a.m. - 5:30 p.m., or Saturday 7:00 a.m. - 3:00 p.m.