Getting Started

After successfully installing Uniconnect, this guide walks you through your first sign-in and the essential post-installation configurations to get your environment ready for use.

1. Activate Your Administrator Account

Before you can sign in, your administrator account needs a password. There are two ways to get there, depending on how you're completing setup:

• Right after installation: Click Open Uniconnect Console on the final step of the Installation Guide wizard.
• From your activation email: If someone else ran the installation, or you're setting up your account in a later session, use the Set Password link in your license activation email.

Both paths lead to the same screen. Verify that the masked email shown matches the address you expect, then create a password that meets the listed requirements (minimum 8 characters, including uppercase, lowercase, a number, and a special character).

Enter and re-enter your password, then click Save.

Already set your password? You can skip this step and sign in directly.

2. Sign In

You'll be redirected to the Uniconnect login page.

Sign in with your administrator email and password using Login with Password, or use Login with 3CX if applicable. Check Remember me to stay signed in on this device, or use Forgot password? if you need to reset your credentials.

Once signed in, you're ready to configure your environment.

3. 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.

4. 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.