Getting things ready

Sign in

Unified Operations

Email address

Password

Enter your email address. If an administrator has added you, we will email you a link to choose a new password.

Email address

Welcome to Unified. Choose a password to finish setting up your account.

Choose a password Confirm password

Secure sign-in will be available once the workspace is connected.

© 2026 Unified

WORKSPACE OPERATIONS SETUP

Workspace / Overview

Overview

Search customersCustomer status

Display

How large Unified appears on this computer. Auto picks a comfortable size for the screen. Saved on this computer only.

Display size

Email

Emails Unified sends (order confirmations now, more to come) come from this sender. Sign-in emails (invitations, password resets) are set up separately in the login service.

Sender name * Sender address * Replies go to Signature

Company details

Shown on every printed document: order confirmations, packing slips, purchase orders and work sheets.

Company name * Tagline Street address Address line 2 City State ZIP Phone Email Website

My account

Name
Email
Group

Change my password

New password Confirm new password

ACCOUNT READY

Welcome to Unified

Your account is set up. Your administrator is turning on the parts of Unified your group will use; they will appear in the menu on the left.

PLANNED MODULE

CUSTOMER SETUP

New customer

Start with a customer name. Add contact and address details now or come back to them later.

General information

Customer / company name *

Legal / billing name

Customer codeLeave blank for an automatic code.

Status

Website

Primary contact

Contact name

Title / department

Email address

Phone

Billing address

Street address

Suite / address line 2

City

State / province

ZIP / postal code

Country

Shipping address is the same as billing

Shipping address

Street address

Suite / address line 2

City

State / province

ZIP / postal code

Country

Customer notesCustomer notesVisible to users with customer access.

Confirm action