Main Screen: User Management Overview
When accessing the "User Management" option in the side menu, you will see a list of all registered users. On this screen, you can view the following information:
• Name
• Access email (where portal invitations are sent)
• Username
• Creation date
• Status (active, pending, expired, etc.)
You can search for specific users using name, email, or username.
Step by Step: How to Create a New User
⚠ Attention: Currently, user creation is done individually. The bulk creation feature will be implemented soon.
Follow the steps below to add a new member to your team:
On the "User Management" screen, click the "+ New User" button.
"New User" Screen
You will be directed to the registration screen. Fill out the new user's "General Information": First Name, Last Name, Email, and Username.
Best Practices for Creating the Username
When filling in the Username field, we recommend:
• Using the email as the Username.
• Another recommended practice is to use the format firstname.lastname for user registration.
Attention: If your company allows the same email key to be registered for more than one user, a unique Username (different from the email) will be required to be used at login.
"New User" Screen
Associate the user with one or more "Groups". Groups define the profiles and units (branches) the user will have access to.
After adding groups to the new user, click “Create User” so that the registration email with the initial password is sent.
"New User" Screen
Best practices: To protect your operation, avoid using public domain emails (such as Gmail, Outlook, etc.) to create users. These accounts are more vulnerable and could compromise access and security of your data.
Account Activation and Initial Password Creation
After the registration is created, the new user will receive an email to create a password for their account access. To set the password, the user must click the "Set Password" button in the received email.
Email Receipt and Password Creation
Ideal rules for creating a secure password:
Contain 2 uppercase letters
Contain 4 or more lowercase letters
Contain 1 special character
Contain 2 or more numbers
Password example: ExemplO@2026
Login rules:
If you register the username using the email, your platform login must be the email itself
User Status Table (Meaning and Rules)
In the "Status" column of the management screen, you can track each user's situation. The possible statuses are:
Note
The statuses "Blocked" and "Disconnected" are considered legacy in our platform. This means they are for reference only and can no longer be assigned to new users.
What does this imply for your management?
• You can: View and consult the list of users with these statuses.
• You cannot: Assign (apply) these statuses to any new or existing user.
You can manually change a user's status to Active, Inactive, or On Vacation directly on the user's detail screen.
To do this, access their profile and mark it as active, inactive, or on vacation
Important
ⓘ For Unico Check users, the access flow is simplified and starts directly at the Username step, with no need to provide the company.
Questions and Support
If you need assistance, contact our support through the email form.
◉ Business Hours
Hours: Monday to Friday, 8 AM to 8 PM.
Scope: Support for all types of requests.
◉ Outside Business Hours
Hours: Monday to Friday, 8 PM to 8 AM, Saturdays, Sundays, and national holidays.
Scope: Support exclusively for cases of critical impact in the production environment.