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Deleting Resources
Some of the reasons for wanting to delete a resource include: removing a duplicate Someone no longer works at the company Remove...
May 16, 20241 min read


How do I know who has linked their UniPhi ID?
You can find the users who have or haven't set up their UniPhi ID by: Open the menu on the top left hand side of the screen. Go to...
May 15, 20241 min read
Automatic Project ID Creation
In UniPhi, the project ID can be automatically created when you add a new project. There is no setting to turn on this function. It will...
May 15, 20241 min read


How do I change a person's license/access level?
Only system administrators can assign licenses in UniPhi. To edit a resource’s license, go to the Resources Module and search for the...
May 15, 20241 min read


How do I unlock my UniPhi account?
If you enter the incorrect password more than 5 times, your account will be locked for security purposes. You will need to contact...
May 15, 20241 min read


How to Edit Document Sign Off Roles
Only System Administrators can change the role that is required to sign off documents. To do this, follow the steps below: Go to the menu...
May 15, 20241 min read
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