> ## Documentation Index > Fetch the complete documentation index at: https://knowledge.uportal360.com/llms.txt > Use this file to discover all available pages before exploring further. # User Management - Tips & Tricks ## 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. ## Tip 1 - Link to the login page [uPortal Login](https://uportal360.com/login%29) ### Bookmark important uPortal360 links 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. #### Saving the link in Google chrome [Instructions from Google](https://support.google.com/chrome/answer/188842?co=GENIE.Platform%3DDesktop\&hl=en) #### Saving the link in Internet Explorer or Microsoft Edge [Instructions from Microsoft](https://support.microsoft.com/en-us/help/4028699/microsoft-edge-see-your-favorites-bar) #### Saving the link to the Desktop on iOS devices [Wikihow](https://www.wikihow.tech/Add-a-Link-Button-to-the-Home-Screen-of-an-iPhone) ## Tip 2 - Set up your Users manage users ### 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. | Role Type | Description | | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Client | This is the most common contact role for users with uPortal360. In this role, the user is able to originate contracts, submit support tickets, view consumer account data, and gain access to reports. | | Client - No Cases | In this role the user can submit contracts through uPortal360 but is unable to submit support tickets on specific contracts. This role still allows for general support ticketsm, such as requests for technical support | | Client - Reporting Only | The Client - Reporting Only role does not allow the user to submit an new contracts and is unablet to submit cases on contracts. They will be able to view any reports assigned to them and view all consumer accounts. | > **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. ### 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](mailto:uSupport@ugafinance.com) or call (888) 842 2461 ### 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.](https://home.uportal360.com/wp-content/uploads/2019/06/Change-Portal-Pin.pdf) ### 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. ### 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**. ### 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**. ### 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**. ## Tip 3 - Using the Direct Apply Consumer Interface Before using our [Apply Consumer Interface](https://apply.uportal360.com/?__s=xxxxxxx) be sure to note the **Program Number**. ### Building a Custom Link for Consumers 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](mailto:sales@ugafinance.com) or call (877)-233-6999. *Be sure to Bookmark the custom link for ease of access* ### 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](https://apply.uportal360.com/?locationId=\&programId=ABCKC\&cashPrice=5000\&downPayment=0\&description=ServiceName)* Becomes *[https://bit.ly/2Ru1tPH](https://bit.ly/2Ru1tPH))* URL conversion through bit.ly is free. ## 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. ### 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. ### 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**. ## 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](mailto: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.