Org

An Org in Unifize represents a standalone workspace where teams collaborate on processes, records, and data. Think of an Org like a "workspace" in other tools —each Org is a distinct environment with its own users, workflows, and configurations.

Orgs are the highest-level structure in Unifize. They isolate data and activity, ensuring that work done in one Org remains separate from others. This is especially useful for organizations that need different environments for business units, legal entities, or customer-facing projects.

Key Features

• Isolated Workspaces – Each Org operates independently, with its own users, processes, and data.

• Org-Specific Configuration – Language settings, dashboards, roles, and notifications are unique to each Org.

• Multi-Org Access – Users can be part of multiple Orgs and switch between them from the profile menu.

• Secure Collaboration – Records and conversations are only visible to users within the same Org.

• Org Switching – A single login allows users to access all their assigned Orgs without logging out.

What constitutes an Org?

Every Org includes:

• Users: Only invited users can access an Org. Each user may have different roles across different Orgs.

• Processes: Custom workflows that define how records are created, routed, and completed.

• Records: Actionable items that capture data, conversations, and checklist progress.

• Org Settings: Administrative controls for configuring notifications, dashboards, and platform behavior.

Users can switch between Orgs by clicking their profile icon and selecting the desired Org from the dropdown. Only users with access to multiple Orgs will see this option.

Summary

An Org in Unifize is a secure, dedicated workspace that centralizes collaboration, workflows, and compliance for a specific business unit or purpose. Multiple Orgs can be used to support different teams, clients, or regions—while still enabling users with the right permissions to work across them seamlessly.