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Creating your organisation

If you’re brand new to UMS, start by creating your account.
1

Sign up

On the sign-up page, enter your name, Organisation Name, email, and a password, then click Sign Up.
2

Verify your email

UMS sends a verification email. Open it and click the link to activate your account (check spam/junk if it doesn’t arrive within a few minutes).
3

Choose a plan and get set up

After verifying, you’re guided through choosing a plan and the guided onboarding wizard to load your portfolio.
Already have an account? Sign in below.

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Accessing UMS

The UMS sign-in screen with email, password, and SSO options
1

Open your UMS URL

Navigate to your organisation’s UMS URL in a web browser.
2

Enter your credentials

Enter your email address and password.
3

Sign in

Click Sign In.

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Single sign-on (SSO)

If your organisation has SSO configured, you can also sign in using:
  • Sign in with Microsoft 365 — Use your corporate Microsoft account
  • Sign in with Google — Use your Google Workspace account
SSO leverages your organisation’s existing security policies and multi-factor authentication.

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Two-factor authentication (2FA)

If your organisation requires 2FA, you will be prompted for a verification code after entering your password.

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Setting up 2FA

1

Open security settings

Navigate to Settings then Security.
2

Start setup

Click Set up Two-Factor Authentication.
3

Scan the QR code

Scan the QR code with your authenticator app (Google Authenticator, Authy, Microsoft Authenticator, or any TOTP-compatible app).
The two-factor authentication setup dialog — choosing an authentication method
4

Confirm the code

Enter the 6-digit code from your app to confirm.
5

Save your recovery codes

Save your backup recovery codes in a secure location — you will need these if you lose access to your authenticator.
Store your backup recovery codes somewhere safe. Without them, losing access to your authenticator device can lock you out of your account.

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Signing in with 2FA

1

Enter your credentials

Enter your email and password as normal.
2

Open your authenticator

When prompted, open your authenticator app.
3

Enter the code

Enter the current 6-digit code.
4

Verify

Click Verify.

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Resetting your password

1

Start the reset

On the login page, click Forgot Password.
2

Enter your email

Enter your email address.
3

Check your inbox

Check your email for a reset link (check spam/junk if it does not arrive within a few minutes).
4

Set a new password

Click the link and set a new password.
5

Sign in

Sign in with your new password.

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Session management

  • Your session remains active while you are using UMS
  • After a period of inactivity, you may be asked to sign in again
  • Tokens refresh automatically in the background — you should rarely need to re-authenticate during a working session

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Troubleshooting

ProblemSolution
Forgotten passwordUse the Forgot Password link on the login page
2FA code not workingEnsure your device clock is synchronised. Try waiting for the next code cycle
Lost authenticator deviceUse one of your backup recovery codes, then set up 2FA on your new device
SSO not workingContact your IT administrator to verify your account is provisioned for UMS access
Account lockedContact your system administrator to unlock your account