Getting started

New to Univents? Set up your workspace and get going here.

12 articles

How do I get started and set up my workspace?After completing this article you will have entered your company details, uploaded your logo and brand colours, and invited your team to Univents.Managing Company DetailsAfter reading this article, your workspace will have company name, address, tax details, and invoicing information fully configured.Set up branding (logo, colors)After reading this, you'll be able to upload your workspace logo, favicon, and color palette so that documents and public pages reflect your brand.Members, Roles & PermissionsAfter reading this article you'll be able to invite team members, assign roles to them, and control module-level permissions through the role matrix.Setting Language & Time FormatAfter reading this article you'll know where to switch the interface display language, how the workspace's content language works independently of it, and how to set your personal time format to 24-hour or AM/PM.Email templates and placeholdersAfter reading this you'll know how to edit your email templates, which placeholders each template supports, how the placeholder syntax works, and how to set up a separate text variant per event tag.How do I download the app?After reading this article, you'll know how to install Univents on your smartphone as an app and sign in on any device.Univents on your phone: the mobile app viewAfter reading this article, you'll know what the mobile app view is, how to install it on your phone, and what you can get done with it on the go — including viewing documents and scanning check-in.Moving from your previous system: what happens to your dataWhat gets automatically carried over from your previous system when you move to Univents, what deliberately doesn't transfer automatically, and what to do if something's missing.Image sizes for products & locations — how photos display perfectlyRecommended resolution, aspect ratio, and file format for product, menu, and location images — so nothing gets cropped on the booking page or product detail view.Creating an additional workspaceAfter reading this you can create a second workspace, switch between your workspaces, and judge when that is worth it and when it is not.Changing or resetting your passwordAfter reading this you can change your password in your profile settings, reset it if you have lost it, and set up a password of your own alongside a Google sign-in.

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