Skip to main content

Getting Started

After successfully installing Uniconnect, this guide will walk you through the initial setup process, including creating your administrator account and performing essential post-installation configurations.

1. Create the Administrator Account​

Upon first accessing the Uniconnect web interface, you will be prompted to create the primary administrator account. This account has the highest level of permissions and is crucial for managing the entire platform.

Please provide the following information:

  • Administrator Email: A valid email address for the admin account.
  • Password: A strong, secure password.
  • Organization Name (Optional): The name of your organization or tenant.

Once you submit the form, the administrator account will be created, and you will be automatically logged in.

2. Post-Login Checklist​

After your first login, we recommend performing the following actions to configure your Uniconnect environment:

  1. Review Global Settings: Navigate to the Configuration section to familiarize yourself with the global settings and adjust them as needed.
  2. Manage Users: Add user roles and create groups by visiting the User Management section.
  3. Configure Integrations: Set up essential integrations with your existing CRM, telephony, and messaging platforms.
  4. Establish Backup Policies: Configure backup and data retention policies to protect your data.

3. Security Hardening Recommendations​

For enhanced security, we strongly recommend implementing these measures early in your deployment:

  • Enforce Strong Password Policies: Require users to create complex passwords.
  • Enable Auditing: Turn on audit logging to track system activity.
  • Restrict Administrative Access: Limit access to administrative functions to trusted IP addresses or networks.

Next Steps​

Once you have completed the initial setup, you can proceed to the main Configuration documentation to further customize your deployment or explore the Core Features in the User Guide.