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Unity® Practice Management
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Unity® Accounting
- Installation, Configuration and Updates
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- User Accounts
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Unity® Lender Centre
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eConveyance
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eCore
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eCorp
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Estate-a-Base
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Fast Company
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Will Builder
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Legacy Products
How to update information or edit eCore user profiles
Edit, add or remove users in eCore
We may have already created your user accounts, but you may want to remove or add some users. This can be done by the Account Admin only in the Account Admin feature.
If you requested additional users, you can find the users added by navigating to the “person” icon at the top right, then selecting Admin → Change User’s Profile. From there, you will see a list of users set up on the account. Each user will log in with the same “Account Name,” but their “User Name” will differ.
Step 1: Navigate to the top-right “Person” icon and select “Account Admin”
Step 2: Select “Add User” or “Change User’s Profile”
A: To add a user, proceed with the “add user” option and fill out the user details and preferences. Save the changes.
B: To change an existing user’s information or preferences, proceed with “Change User’s Profile” and select the user you wish to make changes to. Once you make the changes, select “Save Changes”
C: To make a user inactive, proceed with “Change User’s Profile” and then inactivate the user. Save the changes.
Watch the video tutorial: