Ensure that you have set up your new staff member as an person and/or user in workbench
It is essential that the email address is entered for the Workbench user, as this is a mandatory requirement for Upvise licensing
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Navigate to “Application access” on the user
Add “Upvise user” licence and click save
The Upvise user will automatically sync to Upvise as a “Standard” user type in the next hourly sync
You can force the sync by going to the “Upvise Integration” screen and clicking “Export/import”
User Troubleshooting
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| title | 1. Application Rights on Users |
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In the rare scenario where a licence has been allocated however the user has not synced to upvise, we recommend following the below troubleshooting steps.
If you see any errors similar to “User can't be created because the email already exists” please raise a ticket via the support desk. |
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| title | 3. User can't be created because the email already exists |
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Where you have applied a licence in workbench, however, you cannot generate the user in Upvise due to the error “User can't be created because the email already exists”, this can mean a few things.
The employee may already have created an account outside of your Upvise environment
The employee may have used Upvise with a pervious employee
The user already exists and may be in Upvise with a different name/ user
You should first check your Upvise user list to ensure that the email is unique and not in use by any other users in your system.
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