Onboarding to 3Shape Unite 23.1 with one Account shared between users

After Unite is upgraded to a version with 3Shape Account, all accounts, connections, and cases are transferred. The user experience with the software will remain the same.

Important: Each operator must have their own account. It is no longer possible to use one shared email address for multiple operators.

This article describes the onboarding process for users who previously shared one account and need to create or start using separate accounts after the update.

First user (Administrator) profile in the previous Unite version.

Another user profile in the previous Unite version.

Step 1: After Unite is upgraded to a version with 3Shape Account, read and accept the General License Terms and Conditions.

Step 2: All users will then be transferred and displayed on the Users screen. The Company Administrator is expected to sign in first. Their profile is highlighted to guide you. Select the Administrator profile.

Step 3: Select the Administrator profile. You will be prompted to confirm whether your account is correct. Select Sign in if this is the correct account.

Step 4: Enter your password. The email address is pre-filled. Select Sign in.

Step 5: Review the company details and select My company data is correct. If any information is incorrect, select Edit to make changes before confirming the details.

Step 6: Register the system to your account by linking it to your 3Shape Account. Make sure all users accept the invitation to join your company so they can sign in. Confirm that you have read and understood the information, then select Register.

Step 7: Set a personal 6-digit PIN code for the account and device, then select Save. Once saved, the Unite introduction will be displayed.

Step 8: Sign out. The Administrator will now be displayed on the Users screen. Select the avatar of another migrated user.

Step 9: A message will explain that your account must use a different email address because the shared email is already in use by the Administrator. Select Next.

Step 10: Create a new account or sign in using another existing account.

Step 11: If you do not have an account, create a new one. Enter your account details and select Create my Account.

Step 12: Open the confirmation email and copy the verification code.

Step 13: Enter the verification code in Unite. 
If you select Verify my account in the email, the remaining steps will be completed in the browser.

Step 14: Accept the permission request and select Submit.

Step 15: You will receive confirmation that your non-administrator account is now active. An automatic request to join the main Company will also be sent.
After the Administrator approves the request, you can log in. Select your avatar and enter your credentials again.

 

Step 16: Set a personal 6-digit PIN code and select Save.



Step 17: After signing out, both users will be displayed on the Users screen. Users who have just been invited cannot use the system until they accept the invitation in the email or the Administrator approves their request.