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.

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