Unifize Knowledge Base
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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

User & role management

Control who can access what—and how.

Last updated 29 days ago

This section covers how to manage users, define roles, and structure your organization in Unifize. From granting permissions to deactivating accounts, you’ll find everything needed to maintain secure, well-governed access to your data and workflows.

Explore

A strong permission structure keeps your organization secure, compliant, and organized. Use this section to build a scalable access model that aligns with your processes and teams.

Learn how roles, groups, and access levels work together to control visibility and action.

Grant, restrict, or fine-tune access to features, fields, and processes.

Remove access for inactive users without disrupting your records or workflows.

View and manage all users, groups, and org settings in one place.

Understanding roles & access
Managing permissions
Deactivating users
Team & Organization