Managing Vendor Users

1.Managing user Information in Uplink

To update user details for a selected vendor, navigate to the User module 1 from the main menu. On this screen, you'll find an “Add User” button 2 located in the top-right corner. This option allows you to add new user records, one at a time, as needed.

In addition to adding new users, you can also view existing user records, including their associated names and details.

Note: Information Ambassadors have view-only access to this tab. Only Corporate Authorized Agents have the permissions to add or edit user information on this screen

2. Adding a New User

To add a new user, begin by selecting the type of email the user uses:

• Individual Email
  • Choose this option if the email address is used exclusively by one user.
  • The email address will serve as the username, and login credentials will be sent directly to that email.
• Shared Email
  • Select this option if the email address is shared among multiple users.
  • You will need to manually enter a unique username for the user.
  • Credentials will be sent to the user's cell phone to ensure they remain unique and confidential.

Note: Login credentials must not be shared between users.

After selecting the appropriate user type and clicking Submit, you will be redirected to the Add User screen.

2.1 Fields to Complete

All fields marked with an asterisk (*) are mandatory. The Save button will only be enabled once all required fields are filled.

• Email Address (*) – Enter the email address of the user who requires access.
• Username – Automatically generated based on the email address (non-editable).
• First Name (*) – Enter the user's first name.
• Last Name (*) – Enter the user's last name.
• User Role – Automatically assigned as Information Ambassador (non-editable).
• Location (*) – Select one or more locations from the vendor's location dropdown.
• Phone Number – Required for Shared Users. Enter a valid phone number.
  • If the phone number is SMS-compatible, check the Acknowledgement box.

Note:
Disabled fields are non-editable. Users will not be able to make changes to these sections.

Once all required fields are complete, click “Save” 3 to add the user. To discard any changes, click “Cancel.” In both cases, the user will be redirected back to the main user screen.

3.Editing an Existing user

To edit an existing user, click the pencil icon ✏️ 4 next to the user’s entry.
The system will open the user details in an editable form.
Update the necessary fields and click “Save” to apply your changes.

4.Deleting a user

To remove a user, click the trash icon 🗑️ 5 located next to the pencil icon.
The selected user will be permanently removed from the list.

5.Searching for a user

If there are multiple users listed, use the search bar 6 to quickly find a user.
You can filter records by:

• Username
• User Role
• Email Address

This makes it easy to locate specific users, especially when managing larger teams.