The UPTIQ Admin Panel serves as the primary administration tool for the Business Analytics Dashboard and Widgets, enabling FI users to monitor and analyze the client portfolio, and manage system settings and configurations.

The Admin Panel is accessible as a standalone web page and requires a separate user account. Please contact UPTIQ support for setting up initial Admin Panel accounts for your organization.

Accessing the Admin Panel

When a new user is added in the Admin Panel, the system sends a confirmation email to the user.

If you don’t receive the confirmation email, check your spam folder. If you still experience problems with the confirmation email, please contact UPTIQ support for a direct link and login credentials. After your first login, you can update the credentials.

To access the Admin Panel:

1. Open the confirmation email and follow the link in the email.
2. The Create your password page opens. Enter your password in both fields and click Submit.
3. The Sign in to your account page opens. Log in with your email and password.

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Use the URL of the Sign in to your account page to access the Admin Panel in the future.

Change Password

You can change your password at any time through your account settings:

1. Log in to the Admin Panel.
2. Click the user icon in the top-right corner, then select Settings.
3. The Account settings page opens. Click Change password.
4. Enter your current password, your new password, and confirm it, then click Save.

Reset Password

If you’ve forgotten your password, you can reset it from the login page.

1. Go to the Admin Panel login page and click Forgot password?.
2. The Forgot password page opens. Enter your email address and click Submit.
3. A reset password email is sent to you. Open it and click Reset password.
4. The Create your password page opens. Enter your new password in both fields and click Submit.

Admin Panel Sections and Roles

Access to the Admin Panel is role-based, meaning that each user’s role determines which sections of the panel they can view and manage. The default Admin Panel roles are:

• FI Administrators
• SMB Managers
• Portfolio Analytics
• Reporting

The table below outlines access rights to Admin Panel sections for each role:

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A user may be assigned to multiple roles if needed.