# Getting started {% hint style="success" %} **Start your journey with Unifize.**\ This section walks you through everything you need to begin using Unifize—from creating your account to exploring key features and taking your first actions on the platform. {% endhint %} ## 1. Setting Up Your Unifize Account Create your login, access your workspace, and get oriented with the basics.


Signing up with the invite link	Join Unifize through your email invite and set up your credentials.
Logging in with email	Access your Unifize account from any device using secure login.
Quickstart Demo	See how Unifize helps teams move faster and stay aligned.

*** ## 2. Key Features & Navigation Learn how to move around Unifize and understand where everything lives.


Records	The heart of collaboration—where data, checklists, and conversations come together.
Conversations	Communicate in real time within the context of every process.
Checklists	Structure and complete steps required for each record.

*** ## 3. First Steps for New Users Take your first real actions in Unifize. Create, connect, and communicate.


Creating a new record	Start a new process by initiating a record from your inbox.
Filling checklist metadata	Add structured data to drive your process forward.
Linking related records	Connect records across processes to maintain traceability.
Sharing conversations as email	Send chat threads as emails directly from a record.
Creating records from inbound email	Auto-create records when someone emails your Unifize address.
Changing your preferred language	Use Unifize in the language you’re most comfortable with.
Sending and Receiving Emails in Unifize	Manage emails directly within your records, in context.

*** ## 4. Personalization Control your profile, email preferences, inbox layout, and home screen—so you see what matters most, and only when it matters.


Profile Settings	Manage your name, profile picture, password, and email notification preferences.
Homescreen Customization	Control what you see when you log in—pin key records and personalize your layout.
Inbox Customization	Filter and organize records in My Inbox to stay focused on what matters.

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