Unifize is designed for flexibility across devices. Whether you’re reviewing approvals on the go, updating records from the shop floor, or analyzing dashboards at your desk, the Unifize experience is optimized for how and where you work.

This section explains the different ways to access Unifize—from full-featured desktop views to lightweight mobile tools.

Options to Access Unifize

Unifize gives your team flexible access without compromising usability. Choose the right interface for the task—desktop for deep work, mobile for on-the-go collaboration, and Lite for everything in between.

Unifize Lite is a simplified, browser-based version of Unifize designed for external collaborators who do not have a Unifize account. It allows users—such as suppliers, auditors, or external stakeholders—to access and respond to a specific record without needing to sign up or log into the full platform.

This enables fast, secure, and structured collaboration outside your organization, while keeping everything traceable within Unifize.

Why it's useful

Unifize Lite empowers external collaborators to contribute directly to records, without needing to log in or have a full Unifize account. With secure access to a single record, they can stay informed, complete tasks, and keep communication centralized through My Inbox-style threads. It’s fast, controlled collaboration—extended beyond your organization.

Unifize Lite is triggered when:

The Unifize Mobile App brings the full power of Unifize to your pocket—allowing users to access Records, complete checklist actions, and collaborate with their team in real-time, from anywhere. Whether you're on the shop floor, traveling, or away from your desk, the mobile app ensures you stay connected and productive.

Available for both iOS and Android, the app is optimized for speed, clarity, and task-focused interactions.

1. Download the app from the or .

2. Log in

Platform ID: FU-10134

Document Version: 1.0

Date: 30-10-2025

Introduction

The Progressive Web App (PWA) is a mobile form factor of the Unifize platform, designed to make key workflows accessible on mobile while retaining the performance and structure of the web application. Built on the same foundation as the Unifize Web App, the PWA enables users to carry out operational work such as viewing records, completing checklists, participating in conversations, and managing approvals directly from their mobile devices.

PWA uses the same front-end and back-end services as the Web App to ensure consistent data, permissions, and behavior across devices. It can be launched directly from a mobile browser and added to the home screen for a near-native experience.

Technical Overview

Unlike the Web App, the PWA is not designed for configuration or administration. It focuses purely on execution and collaboration, allowing both admins and org members to act on preconfigured workflows, processes, and records based on their role permissions.

All configuration activities, including process setup, report creation, role management, and dashboard design, remain centralized in the Web App to ensure control, compliance, and performance. Once configured there, both admins and users can access and act on the same operational data via the PWA.

To sum it up

• What it is: A Progressive Web App that extends the Unifize experience to mobile.

• What it is not: It is not a separate feature or admin console. The PWA does not include configuration or management functions. It is intentionally built as a lightweight execution layer for users to interact with already configured workflows from the Web App.

• Audience: Both admins and org members who want to manage daily work, conversations, and record actions from mobile devices.

Follow the steps below to download and access the Unifize Progressive Web App (PWA) based on your device type.

1. Open on Google Chrome browser.

1. Tap the three dots in the top-right corner of the Chrome browser.

2. Select “Add to Home screen.”

1. A pop-up will appear with an "Install" option. Click on the same to trigger the PWA download process on your device.

2. To confirm installation, click on the "Install" option.

1. The installation process will begin.

1. Once installed, the app will now appear on your home screen. You can launch Unifize directly by clicking on the app.

1. Open on the Safari browser.

1. Click on the three dots at the bottom right corner of the browser. Then, click on the "Share" button.

1. From the menu, select “Add to Home Screen.”

1. To confirm the installation, click on the "Add" button

1. Once installed, the app will now appear on your home screen. You can launch Unifize directly by clicking on the app.

Once you have installed and launched the PWA, follow the steps below to sign in as an SSO user.

Steps to Sign In

1. After launching the app, enter your Unifize organization email address in the login field.

2. Based on your login state with your organization’s Identity Provider (IdP), one of the following scenarios will apply:

   1. Scenario 1: You are already logged in to your IdP on your browser (Android)

Check out the .

The Progressive Web App (PWA) mirrors the core structure and navigation of the Unifize Web App but presents it in a mobile-optimized layout.

In the Web App, the primary navigation is displayed vertically on the left sidebar. In the PWA, this is adapted into a bottom navigation bar for mobile accessibility.

Bottom navigation icons include:

1. Home - Takes the user to the Home Screen with configured reports, charts, and an option to create new records.

2. My Inbox - Opens the Inbox where users can access configured processes and records.

3. “+” (Create) - Opens a quick-action menu to create a Record, Feed, Conversation, or Approval.

The Profile section is the first entry point in the Web App and contains all user account–related and organization–level settings. In the PWA, this section is simplified to include only essential options required for app management and session control.

Visible in PWA

• Refresh: Reloads the PWA instance to fetch the latest data.

• About Unifize: Displays information about the platform version.

• Update App: Triggers a manual refresh to get the latest PWA release.

Not visible in PWA (Web-only)

• Update Name

• Change Profile Picture

• Change Password

• Preferences

Note: Admins must continue using the Web App for organization configuration, user roles, SSO setup, and other administrative functions.

The Home Screen serves as the central landing page in both the Web App and PWA.

Available in PWA

• Configured Reports: Reports and charts that are configured in the Web App are visible on the home screen and can be opened directly.

• Start New Record: The Start New Record button allows users to create new records within existing processes.

Not available in PWA

• On the web app, clicking on reports redirects you to the Manage View section of that record. Since the Manage View is not available on PWA, clicking on reports will just redirect users to the record.

• Downloading charts from the Home Screen

The My Inbox section is the core workspace for users and includes both records and chatrooms. Each record opens a dedicated chatroom view.

Available in PWA

• View all assigned and owned records.

• Apply filters on records identical to those on the Web App (e.g., Status, Owner, Due Date).

• Open records and interact with their chatrooms.

Record Header Fields visible in PWA

• Status

• Record Owner

• Participants

• Due Date

Unavailable in PWA

• The More menu inside records (including Process Builder and advanced configuration).

• Creating or editing checklist templates or workflow settings.

In summary, users can perform record-level operations but not process-level configurations in PWA.

The Direct Messages section allows private or group conversations outside specific records or processes.

Available in PWA

• Send and receive messages in real time.

• Apply filters and sorting similar to the web app.

• Share files, images, or documents.

Unavailable in PWA

• Managing or configuring chatroom rules or notifications (Web-only).

The Dashboard in the Web App provides access to the configuration of charts, KPIs, and analytics related to user activities and process performance.

At present, the Dashboard section is not available in PWA.

The Contacts section on the Web App lists all organization members, their groups, and permissions.

This section is not part of the PWA.

Unavailable in PWA

• Viewing contact lists or groups.

• Creating new contact groups.

• Adding or removing organization members.

All contact-related administration continues through the Web App.

The Manage View is the central configuration area in the Web App where admins can create, modify, and manage Processes, Reports, and Forms.

This section is not available in PWA.

Unavailable in PWA

• Creating or editing Processes.

• Creating or modifying Forms.

• Designing or managing Reports.

• Accessing Process Builder, Advanced Settings, or any other configuration layer.

However, the effects of Manage View configurations are visible in PWA. For example:

• Users can create new records for preconfigured processes.

• Reports configured in the Web App are displayed and accessible on the Home Screen.

Note: All configuration activities remain restricted to the Web App, while PWA supports the operational execution of those configurations.

The Unifize Progressive Web App (PWA) is designed as an execution environment for mobile to allow users to act on records, conversations, checklists, and approvals from anywhere.

It is not intended for configuration or administration. Any configuration for all the features on the Unifize platform can be done via the web app by the admin.

All setup, design, and governance activities, such as creating processes, configuring reports, managing roles, or editing organization settings, are performed through the Web App.

Once configurations are complete in the Web App, both admins and users can use the PWA to perform operational actions within those existing structures.

In PWA, there is no separate admin view or functionality. Both admins and org members access the same interface and capabilities, and their actions are governed entirely by permissions defined in the Web App.

To keep the mobile experience lightweight and focused on day-to-day work, the PWA does not include any configuration or admin-specific setup functions.

All configuration continues to be performed in the Web App.

Not available in PWA:

• Org Settings (Home Screen setup, Role Management, Apps, SSO, Translation)

• Manage View (creating or editing Processes, Reports, and Forms)

• Dashboard and Analytics (chart design, KPI creation)

Note: These exclusions are intentional. The PWA is meant for operational continuity and user interaction, not for configuration or system management.

• The PWA is designed only for execution, not configuration. Admins cannot create or modify processes, reports, or forms from the app.

• Org Settings, Manage View, and Dashboard are not available in PWA; all configuration, analytics, and management must be done through the Web App.

• The Contacts section and related actions like creating or editing groups, adding members, or managing permissions are not supported.

🖋️

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

• 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 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.

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.