Inviting people
If your role has permission to invite others to the app, Unifize provides two simple ways to do this—either from the Contacts page or directly from a record.
What this does
Invites a user to your Unifize workspace using their email address and allows you to assign them a role. Once invited, users can be added to records and begin collaborating immediately.
When to use it
When a new team member joins
To bring someone into a specific workflow or record
When setting up your Unifize workspace for broader use
How it works
Option 1: Invite from the Contacts Page
Navigate to the Contacts page from the Navbar
Click the “+ Add Contacts” button in the top-right corner
A modal will appear—enter the email address of the person you'd like to invite
Select the role you’d like to assign (e.g., Admin, Team Member)
Click Send Invite
📌 You can update or change a user's role anytime later from the Contacts page (admin access required).
Option 2: Invite from a Record
You can also invite users directly into an ongoing record.
Open any record
Click the participants icon (the ‘User’ symbol in between to ‘Assign Owner’ & ‘Set Due Dates’)
Enter the user's email address
You’ll see an Invite option with the email address—click it
Then click + Add to record
A modal will prompt you to select a role for the user
Once added, the user will receive an email with a link to join and will appear in the participant list once accepted.
Things to keep in mind
Only users with the correct permissions can invite others
Invited users will show as Pending until they accept the invite
Email invitations are sent immediately; users must verify their account to access the workspace
Roles affect what users can see or do—assign thoughtfully
Pro Tips
Add users directly into relevant conversations for instant context
Use the role selection step to control permissions from the start
If a user hasn’t received the invite, ask them to check their spam/junk folder
You can re-invite by deleting and re-adding the user if needed
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