usermanual

User Manual

Help users with tasks such as user management, account access, or updating profile settings

Users

Profile Cockpit

Learn how the users see and manage their data

User Administration

Learn how to administrate user information

User Management

Custom Attributes

Learn how to create a custom attribute in Unidy

Importer

Learn how to import and update users in Unidy

Invitation link exporter

Learn how to export invitation links from Unidy

Newsletters

Channel Cockpit

Learn how users can see and manage their newsletter subscriptions

Newsletter Subscription Administration

Learn how to manage your users’ newsletter

Setup Newsletter

Learn how to create and edit newsletters in Unidy

Subscriptions

Subscriptions Cockpit

Learn how users can see and manage their subscriptions

Subscription Administration

Learn how to manage your users’ subscriptions

Tickets

Ticket Cockpit

Learn how users can see and manage their tickets

Ticket Administration

Learn how to manage your users’ tickets

Login & Signup

Logins

Learn how to set up and configure different logins

Internal Matching

Learn how to match and convert offline users

Confirmation-less

Learn how to register without confirming directly

Email Templates

Customize your own email templates

Settings

General Settings

Learn how to use general settings and feature flags

Menu Links

Learn how to customize menu links of your Unidy instance

Layout and Styles

Learn how to admin legal sections within Unidy

Languages & Translations

Learn how to customize all texts on your Unidy instance and offer multiple languages

Attribute Validation Rules

Learn how to add validation rules to the data fields

Brand Configs

Learn how to admin headless mode, authetication and HTML insertions

Custom CSS

Learn how to inject custom CSS into your Unidy pages to adjust the look and feel of your Brand ID

Security

Setting Up and Applying Roles

Step-by-step guide to enabling RBAC, creating custom roles, assigning permissions, and applying roles to users.