# 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.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="getting-started/setting-up-your-unifize-account/signing-up-with-invite-link">Signing up with the invite link</a></td><td>Join Unifize through your email invite and set up your credentials.</td></tr><tr><td><a href="getting-started/setting-up-your-unifize-account/logging-in-with-email">Logging in with email</a></td><td>Access your Unifize account from any device using secure login.</td></tr><tr><td>Quickstart Demo</td><td>See how Unifize helps teams move faster and stay aligned.</td></tr></tbody></table>

***

## 2. Key Features & Navigation

Learn how to move around Unifize and understand where everything lives.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="getting-started/key-features-and-navigation/records">Records</a></td><td>The heart of collaboration—where data, checklists, and conversations come together.</td></tr><tr><td><a href="getting-started/key-features-and-navigation/conversations">Conversations</a></td><td>Communicate in real time within the context of every process.</td></tr><tr><td><a href="getting-started/key-features-and-navigation/checklists">Checklists</a></td><td>Structure and complete steps required for each record.</td></tr></tbody></table>

***

## 3. First Steps for New Users

Take your first real actions in Unifize. Create, connect, and communicate.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="getting-started/first-steps-for-new-users/creating-a-new-record">Creating a new record</a></td><td>Start a new process by initiating a record from your inbox.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/filling-checklist-metadata">Filling checklist metadata</a></td><td>Add structured data to drive your process forward.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/linking-related-records">Linking related records</a></td><td>Connect records across processes to maintain traceability.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/sharing-conversations-as-email">Sharing conversations as email</a></td><td>Send chat threads as emails directly from a record.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/creating-records-from-inbound-email">Creating records from inbound email</a></td><td>Auto-create records when someone emails your Unifize address.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/changing-your-preferred-language">Changing your preferred language</a></td><td>Use Unifize in the language you’re most comfortable with.</td></tr><tr><td><a href="getting-started/first-steps-for-new-users/sending-and-receiving-emails-in-unifize">Sending and Receiving Emails in Unifize</a></td><td>Manage emails directly within your records, in context.</td></tr></tbody></table>

***

## 4. Personalization

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

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="broken-reference">Profile Settings</a></td><td>Manage your name, profile picture, password, and email notification preferences.</td></tr><tr><td><a href="broken-reference">Homescreen Customization</a></td><td>Control what you see when you log in—pin key records and personalize your layout.</td></tr><tr><td><a href="broken-reference">Inbox Customization</a></td><td>Filter and organize records in My Inbox to stay focused on what matters.</td></tr></tbody></table>