UP Client Login through Unified Operations

We've developed an innovative tool that streamlines the process of granting clients access to their respective dashboards. This tool automates the provision of logins, eliminating the need for clients to go through the solutions team for access. Instead, users now have the autonomy to input client information directly onto the contact record, initiating the creation of a user profile instantly.

This transformative tool significantly expedites the user provisioning process, empowering our clients with immediate access to their personalized dashboards. By seamlessly integrating this functionality into the contact record, we've simplified the user management system, reducing administrative bottlenecks and enhancing client satisfaction.

This enhancement marks a pivotal shift, offering a more efficient and user-centric approach. Community users can effortlessly manage client access, and our teams can allocate resources more strategically, focusing on delivering superior services and support rather than managing access requests. This not only augments the overall user experience but also optimizes our operational efficiency, aligning our services more closely with the evolving needs and expectations of our clientele.

STEP 1

Verify if the client has been given access. Visit the dashboard access section on the order and search for the client. Client status will appear as "PENDING" until registration is complete. Once the registration is finalized their status will appear as "COMPLETE"

STEP 2

Select the quick action at the order level "Create User in UP" if the client is not listed

Step 3

Fill in client data (under job title select IHM customer) and select Create Contact. Upon successful creation the client will immediately receive a registration email.

Step 4

Refresh the order and reload the "Dashboard Access" tab to verify that client has been given access.

Resetting Passwords/Resending Email Registrations
(To be released 4/9/23)

If the user is having issues logging in because they forgot their password or if they didn't complete their email registration, you can solve for that by selecting "Password reset in UP" button in their respective contact record. To perform this action simply follow these steps:

STEP 1

Search for the User's contact record. The most efficient way to do this is to search using the clients email address.

STEP 2

Click into the correct contact record (with the matching email address and select "Password Reset in UP". If the client completed their registration you will receive a message confirming the client has been sent an email to reset their password.

If the user has not completed their registration you can still select the same button. You will receive a prompt informing you that the user has not completed their registration and asking if you would like to resend the email registration. Selecting "Submit" will

FAQ

The client is a returning customer who previously has access to their dashboard, do I need to give them access again?
This will depend on certain factors. Is the account listed on the order exactly the same as their original order (Market + Account Name) if so then you do not need to provide them with access again. Access is granted at the Account Level and not the order level.There are 2 ways to verify access.

• Go to the "Dashboard Access" on the order or the account. There you'll see all AE and clients who have access to the dashboards
• Search for the client's contact record. Under the "Dashboard Access" tab you can see what accounts they have access to.

How do I give a client access to multiple accounts
If the client has orders in various markets and/or works with other accounts, they will need to be given a custom level of access. Currently, this can only be done by creating a case to the Support team. Please create a Markets Platform Support case and select "Login Request/Dashboard Access" as the sub-area. The team will grant the custom level of access the client needs.

What are the next steps if you get an error when trying to grant a client access?
Please verify that the client that the client doesn't already have access to the dashboard. Access is granted at the account level not the order level. Once a client has been given access, they do not need to be resubmitted. They will already have access. If this is a new client that you experience errors with or they had access to a separate account, you'll need to submit a case to the Support team. Please create a Markets Platform Support case and select "Login Request/Dashboard Access" as the sub-area. The team will grant the user access.