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The Web Portal helps you efficiently manage your UNIFI account and content.

Overview of the Web Portal

Here's a quick guide to help you set up a project in Project Analytics.

How to Set up a Project in Project Analytics

By establishing company-wide Revit warning categories, you can determine which warnings you want to be included in a model health score.

How to Set Up Company-Wide Revit Warning Categories

This function allows Company Admins to manage the company’s shared parameters file in a single location and provides an update history.

Managing Shared Parameters

In this article, we are going to cover how to add models to a project.

How Add Models to a Project in Project Analytics

This article shows you how to set up your data collection options in Project Analytics.

Setting Up Data Collection Options in Project Analytics

The Batch Editor feature gives you the ability to view all your content stored within UNIFI and manage tags and libraries.

Using the Batch Editor in UNIFI

In addition to your own libraries, you also have Channel subscriptions; ways for other content providers to share their libraries with you.

How to Subscribe to a Channel in UNIFI

UNIFI automatically generates a 2D or 3D preview image of each family; however, you can easily customize that preview image.

How to Customize Thumbnail Preview Images

In this article, we will show you how to manage your channel subscriptions along with your user groups.

Manage Channel Subscriptions

Learn more about what your data is telling you in Project Analytics.

Reviewing Project Analytics

In this article, we are going to show you which analytics we feel that you, as an End User, would want to check out.

How End Users Can Improve Job Performance Using Project Analytics

This article shows how Project Analytics makes it easy to do the detective work and identify what is causing your Revit project to lag.

Pinpointing Problems in Revit Using UNIFI’s Project Analytics

We’ve put together a list of what we consider to be the most important analytics that you should not ignore as a BIM manager.

7 Important Analytics You Should Not Ignore as a BIM Manager

How to Subscribe to a Manufacturer Channel in UNIFI

Web Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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