Getting started

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

6 articles

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.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.Email templates and placeholdersAfter reading this you'll know how to edit your email templates, which placeholders each template supports, and how the placeholder syntax works.Managing Company DetailsAfter reading this article, your workspace will have company name, address, tax details, and invoicing information fully configured.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.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.