Assigning a Licence & User Creation

1. Ensure that you have set up your new staff member as an person and/or user in workbench

2. It is essential that the email address is entered for the Workbench user, as this is a mandatory requirement for Upvise licensing

Open

1. Navigate to “Application access” on the user

2. Add “Upvise user” licence and click save

3. Open

   

   The Upvise user will automatically sync to Upvise as a “Standard” user type in the next hourly sync

4. You can force the sync by going to the “Upvise Integration” screen and clicking “Export/import”

User Troubleshooting

• Having issues with User Creation in Upvise?