Settings

Administrative controls for your UMS organisation — manage users and roles, run bulk imports and exports, and configure organisation preferences.

The Settings area provides administrative controls for your UMS organisation.

User management

Manage user accounts, roles, and permissions from the Users tab:

• Add users — Invite new team members to your organisation
• Edit roles — Assign permissions that control what each user can access
• Deactivate users — Remove access for users who no longer need it

For a step-by-step walkthrough, see Setting Up a User.

Imports and exports

Bulk data management tools:

• Bulk imports — Upload accounts, sites, connections, and other data in bulk using CSV templates
• Import history — View the status and results of previous imports
• Export data — Download data from any module as CSV

To import data, see Bulk Importing Data.

Preferences

Customise your UMS experience:

• Display settings — Configure default views and layouts
• Organisation settings — Manage organisation-wide configuration

Portal & custom domain

Organisation Admins on the Business and Enterprise plans can deploy a white-label customer portal on a domain you control, and route inbound and outbound organisation email through that same domain. Custom domains are connected by delegating nameservers to Utilified; verification status auto-polls until your domain is live.

The Portal & Domain tab is hidden on the Starter plan. See Portal & custom domain for the full setup, plan requirements, and email delivery options.