Web App vs Unifize Lite

Unifize provides two distinct browser-based experiences to support both internal team members and external collaborators: the Web App and Unifize Lite. Each serves a different purpose—while the Web App is a full-featured workspace for internal users, Unifize Lite allows external participants to access specific Records without needing a Unifize account.

This guide explains the key differences between the two interfaces to help you understand when and how to use each.

Feature Comparison

Feature	Web App	Unifize Lite
Who it's for	Internal users with Unifize accounts	External collaborators without accounts
Login required	Yes (email + password)	No login; access via secure email link
Access level	Full access to Org’s Records, Reports, Checklists, and Settings	Limited to a single Record they’re invited to
Landing page	Homescreen	Record thread view
Record capabilities	Create, update, assign, approve, filter, and search Records	View, comment on, and respond to assigned Record only
Checklist access	Full checklist interaction and metadata editing	View and update assigned checklist items (if permitted)
Navigation	Access to My Inbox, Reports, Org Settings, Dashboards, and more	No navigation; direct view of Record only
Org access	Can switch between multiple Orgs (if assigned)	Cannot access or switch Orgs
File downloads	Full access to attachments and signed documents	Can download attachments shared within the Record
Administrative tools	Available to Org Admins	Not available
Supported devices	Optimized for desktop browsers	Optimized for both desktop and mobile browsers

When to Use

Use the Web App when:

• You are an internal user with a Unifize account.

• You need to work across multiple Records, processes, or Orgs.

• You want full access to features like Reports, Charts, Checklists, and configuration tools.

• You’re managing workflows, assigning tasks, or reviewing audit trails.

Use Unifize Lite when:

• You want to invite an external party (e.g., supplier, auditor, customer) to participate in a specific Record.

• You need someone to approve, review, or provide input—without creating an account.

• You want fast, focused access to a single conversation thread without full platform access.

---

Platform	Best For	Access Scope
Web App	Internal users	Full access to Unifize
Unifize Lite	External participants	Access to one Record only

Unifize’s dual-access approach ensures secure collaboration both inside and outside your organization. The Web App gives internal teams full control and visibility, while Unifize Lite provides a frictionless way to involve external contributors—without compromising traceability or compliance.