Unifize Knowledge Base
  • Quickstart
    • Welcome to Unifize!
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    • Unifize Document Management System (DMS)
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  • Admin Guide
    • Multi-language translation support
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      • Using the translation editor to customize UI
    • Customization & configuration
      • Configuring processes
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      • Creating a chart from reports
      • Configuring Microsoft Office 365
        • Permissions required for SharePoint
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  • RELEASE NOTES
    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
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  1. User Guide

Personalizations

Tune Unifize to match how you work.

Last updated 29 days ago

Unifize gives you control over how your workspace looks, feels, and communicates with you. Whether you’re setting your profile photo, adjusting your inbox, or managing notifications, this section shows you how to personalize your experience.

Explore

A few simple tweaks go a long way. Use these settings to reduce clutter, boost focus, and stay in control of your notifications and workspace layout.

Make your profile easily recognizable across conversations and records.

Update your login credentials quickly and securely.

Tailor your dashboard to show the widgets and data you care about most.

Decide how often and where Unifize alerts reach you.

Set your profile picture
Reset your passwords
Customizing Homescreen
Set your email notification preferences