Navigating the platform

Your guide to getting around Unifize with confidence.

This section covers the key areas of the Unifize interface—so you can quickly find what matters, take action, and stay organized. Whether you’re reviewing tasks, updating records, or managing team activity, these pages help you move easily.

Explore

Profile

Update personal settings, manage preferences, and switch organizations.

My Inbox

Your real-time list of records and conversations needing your attention.

Manage

Admin-level view to search, filter, and oversee records across all processes.

Homescreen

Your launchpad—showing dashboards, priorities, and tasks at a glance.

Contacts

Find and interact with users across your organization.

Direct Messages

Chat 1:1 or in groups—no records needed.

Dashboard

Track key metrics at a glance, live and customizable.

Master the core areas of the Unifize interface to work faster, stay focused, and collaborate better. Each page here breaks down a key workspace to help you get the most out of the platform.