Explore the steps to add a user to the Client Portal with ease. It's crucial to keep in mind that if there are integrations from a third-party finance software, the contact must be synchronized to KIM before adding the user to the Portal. After synchronization, ensure that Contact Email Address number 1 is added before creating a user in the portal; this action links the user to the contact. However, in the absence of integrations, setting up the user in the portal will automatically create a contact in KIM.
Go to kynnection.upvise.com
1. Click "Contacts"
If your system is integrated with your finance software, follow the KIM steps to review and update the contact details. Simply select "Contacts" from the shortcut menu.
2. Click "Name" header filter
On the Contacts dashboard, click the Name filter header to verify if the name has been imported from your finance software. If not, it's crucial to follow up on this before adding the user.
3. Type the name
Enter the contact name into the Name Filter and choose from the list.
4. Click edit pencil
Upon clicking the name, verify the existence of email address 1. It's crucial to ensure that email address 1 uses the company email, as it will serve as the KIM User login email. To update the email address, simply click the edit pencil.
5. Type the updated email address
Update email 1 to match the company email for the user's KIM login. Email 2 can be utilised for the personal email address. After making the necessary updates, click the submit tick icon.
6. Switch to "portal.kynection.com"
With KIM updated, the user can now be added through the Portal. Please note that you can only add a user if your Portal access is configured to allow additions. If not, reach out to your Portal Admin user or the Kynection Support team for assistance. Access portal.kynection.com and log in using your admin email address and password.
7. Click the three line menu icon at the top
Once logged in, you'll land on the Client Portal dashboard. From here, click on the three line menu icon located in the upper left corner to unveil the available options.
8. Click "Kim User Management"
Choose the "KIM User Management" option from the menu.
9. Click "Create New User"
Within KIM User Management, use the search bar to confirm the existence of the contact name. If it's not found, proceed to the "Create New User" section.
10. Complete the fields
Complete all details, ensuring that the email address and username match the KIM email 1 and contact name exactly. Lastly, choose the user type accurately, as access permissions depend on the selected type.
11. Click "Create User"
After filling in the required fields, thoroughly review the details, and click "Create User" to submit the information to the database.
12. You can edit, deactivate and reactivate as well
Upon successfully adding a user, you can promptly observe the newly added contact in the dashboard list, where you have the options to edit, deactivate, or reactivate as needed.
13. Check if the account exists
Lastly, go back to KIM and verify the Contacts to ensure only one contact exists. If there is a duplicate, it indicates that the KIM Contact and the Portal User have not been set up as an exact match. Carefully remove the duplicate, ensuring that the contact pulled down from the finance software remains, and their email 1 is correctly set up with the User email. If needed, reach out to your internal KIM superuser for further assistance.
This wraps up the steps on updating a contact in KIM and adding a new user via the Portal. Thanks for watching!
