Add, Manage, and Remove Users in the UKG Community

Manage UKG Community Contacts

Focal administrators and support administrators can update access for the active UKG Community contacts in their organization.

Navigation:The UKG Community

  1. From the UKG Community home page, select the profile menu > My Organization.
    The UKG Community home page with the profile menu selected. From the dropdown menu, My Organization is highlighted.
  2. From the My Organization page, select My Organization Contacts.
    The My Organization page with My Organization Contacts highlighted.
  3. From the Contacts page, for a user, select the down arrow icon > Edit.
    The Contacts page with the down arrow icon highlighted for a user. The drop-down has an option for Edit.
  4. From the Edit Contact window, in the Access Information section, select or deselect boxes for the different levels of access.
    OptionDescription
    Guest UserUsers who can access publicly available product documentation. No registration or log in is required to access this content.
    Self-Service User Users who have base access to the UKG Community, including the ability to search, ask questions, collaborate with other community members, and access content and learning material. This access is assigned by default when a user self-registers to the UKG Community.
    Case User Includes Self-Service User access, plus the ability to create cases and manage your own cases. If you select this checkbox, the Self-Service User checkbox is automatically selected after you save.
    Note Based on your account's access, Case Users may be restricted from submitting Payroll or Benefits cases.
    Service Request User Includes Self-Service User access, plus the ability to create and manage your own service requests. If you select this checkbox, the Self-Service User checkbox is automatically selected after you save.
    Project User (formerly known as Activation User in our Legacy Ultimate Community) Includes Self-Service User access, plus the ability to access the project console (for our Legacy Ultimate project users) and to the Launch application (for our UKG Pro, UKG Dimensions, and UKG Ready users).
    Case Administrator User Includes Self-Service User access and Case User access, plus the ability to view and manage all cases at your primary account or other accounts that you support. If you select this checkbox, the Case User and Self-Service User checkboxes are automatically selected after you save.
    Training AdministratorUsers who can assign courses and learning journeys to individual training users in their organization.
    Support Administrator User Includes Case Administrator User, Service Request User, Case User, and Self-Service User access, plus the ability to create new users and manage the access for other users of your primary account.
    The Access Information section with several user types selected.
  5. Select Save.

Restrict Case Users from Submitting Benefits and Payroll Cases

Focal administrators and support administrators can restrict case users from submitting Benefits and Payroll type cases via the UKG Community.

Navigation:The UKG Community

  1. From the UKG Community home page, select the profile menu > My Organization.
    The Community home page with the profile menu selected. From the drop-down, My Organization is selected.
  2. From the My Organization page, select My Organization Contacts.
    The My Organization page with My Organization Contacts highlighted.
  3. From the Contacts page, for a user, select the down arrow icon > Edit.
    The Contacts page with the down arrow icon highlighted for a user. The drop-down has an option for Edit.
  4. From the Edit Contact window, in the Restrict user from creating cases for section, select Benefits, Payroll, or both and use the right arrow to move the selected option(s) from the Available list to the Chosen list.
    Access Information section with a callout box around the Available and Chosen lists.
  5. Select Save.

    The applied restrictions will prevent the contact from being able to select Payroll and/or Benefits options as part of the Job Category picklist options. For example, if Payroll is selected as a Chosen restriction, the contact will not have the Payroll option from the Create a Case form, therefore restricting the Product Solution options that can be selected.

    Create a Case page with a callout box around Reporting and Analytics at the field asking for the job category for this item.

    Use this same process to update the contact's restrictions.

Remove UKG Community Contacts

Focal administrators and support administrators can remove contacts from the UKG Community.

Navigation:The UKG Community

  1. From the UKG Community home page, select the profile menu > My Organization.
    The Community home page with the profile menu selected. From the drop-down, My Organization is selected.
  2. From the My Organization page, select My Organization Contacts.
    The My Organization page with My Organization Contacts highlighted.
  3. From the Contacts page, for a user, select the down arrow icon > Edit.
    The Contacts page with the down arrow icon highlighted for a user. The drop-down has an option for Edit.
  4. From the Edit Contact window, in the Verification Status section, select Contact No Longer Exists.
    The Edit Contact window with the Verification Status Section highlighted.The Edit Contact window with the Disposition contact options open. Contact No Longer Exists is selected.
  5. Select Save.
    The contact no longer has access to the UKG Community.

Add UKG Community Contacts

Focal administrators and support administrators can add contacts to the UKG Community.

Navigation:The UKG Community

  1. From the UKG Community home page, select the profile menu > My Organization.
    The Community home page with the profile menu selected. From the drop-down, My Organization is selected.
  2. From the My Organization page, select My Organization Contacts.
    The My Organization page with My Organization Contacts highlighted.
  3. From the Contacts page, select New.
    The Contacts page with New highlighted.
  4. Enter the required information:
    • At the Name field, enter a first and last name

    • At the Email field, enter an email
      Note The email must have a company email domain. Non-company emails are not allowed.
    • At the Title field, enter a title

    • In the Access Information section, select levels of access

    The New Contact window with example information.
  5. Select Save.
    Note If the contact already exists, a warning message appears. To view the existing contact, select View Duplicates.
    The New Contact window with the duplicate record warning message. The View Duplicates link is highlighted.

    To view the contact's page, select Open This Contact.

    The View Duplicates window with Open This Contact highlighted.

    From the contact's page, select Edit to update the contact's information. To send the contact a welcome email with UKG Community login details, select the appropriate levels of access and save the changes.

    An example contact page with Edit highlighted.
    When a new contact is added, a welcome email from the UKG Community will be sent to the email you provided. A link to create the password is provided in the email.

Add Focal Administrators

Every organization should have at least one support administrator or focal administrator user.

  1. If your organization has a focal administrator user, they can create an admin case. If your organization does not have a focal administrator user, create a support case.
  2. Attach a letter to the admin case or support case. The letter must meet the following requirements:
    • The letter must use the organization letterhead.
    • The letter must be signed by an officer or C-level employee at your organization.
    • The letter must request that "said individual" be assigned as a focal administrator user.