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Overview

A Unify workspace brings your team, records, and workflows together. Administrators manage access and shared settings so teammates can work with the right permissions and resources. Open Settings from the workspace menu in the top-right corner. The Workspace section contains the controls for members, general settings, usage, and billing. Start with the guide for the task you need to complete:

Members and roles

Invite teammates, choose their permissions, and manage departures.

Workspace settings

Set workspace details and create fields for user profiles.

Sign-in and SSO

Understand sign-in options and coordinate enterprise SSO setup.

Credits and usage

Review consumption, available capacity, and billing details.

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Configure connected workflows

Some administration belongs with the workflow it affects. Use CRM connection preferences to control which CRM credentials Unify uses, email sending to manage mailboxes, and engagement policies to define which accounts reps can engage. Teammates manage their own profile and notification preferences under personal settings.