In this training, we are going to show you how you can use the Web Portal to manage your UNIFI account and content.
First, start by clicking on the globe icon on the left side of the screen.
This will open a web browser window.
Tip: The Web Portal works best using Google Chrome or Firefox.
The web portal landing page is your Company Dashboard. Let’s take a look at the different components of the dashboard. The Notifications section gives you an overview of all existing notifications. It’s important to note that the notifications view in the UNIFI app defaults to only showing you those from the last 30 days; the view in the Web Portal shows you all pending uploads, requests, and in-progress requests, so nothing gets lost.
The Licenses section shows you how many times users have logged into the platform each day, as well as how many unique users have logged into the platform each day.
The Users section gives you a pie chart overview of those invited to the platform.
Active Users shows you how many people you’ve invited to the platform.
No Recent Activity refers to people who have logged in but haven’t used the platform in more than 30 days.
And Never Logged In shows you how many individuals have been invited to the platform but have never logged in.
If desired, you are able to set a location for each user.
To manage the information shown in the pie chart, you’ll need to click on the Users tab.
To manage users in the portal, click on Users on the left side of the screen.
This section gives you an overview of all users invited to the platform. You can view their username, name, office location, role, and date of last login.
You can also create user groups by selecting User Groups.
If you click on Configure SSO, you can modify SSO settings. UNIFI integrates with any SSO service that is SAML 2.0 compatible.
To add a provider, select add provider in the top right of the screen.
Next, put in the provider name, their URL, token, certificate, and then select Save.
Be sure to reach out to firstname.lastname@example.org as additional steps are required based on your specific SSO provider to complete SSO integration.
One important tip: If you are going to be using SSO, you still need to have at least one user managed by the UNIFI provider. The user doesn’t have to have a real email address, but a user needs to be connected to the UNIFI system of SSO, just in case something happens with your SSO provider and you need to access UNIFI.
If you click on Import Users on the left side of the screen, you’ll see that you can paste from Excel the users that you want to add.
From here, you simply paste in the user information from Excel. Just like in the UNIFI app, you’ll want to import regular users separately from company administrators. And if desired, you are also able to set a standard password.
The Project Analytics section in UNIFI contains a number of useful features to help you manage your projects. You can check out our article that walks you through how to set up a project in project analytics and also learn how to review project analytics in UNIFI.
The Shared Parameters feature allows Company Admins to manage the company’s shared parameters file in a single location and provides an update history. For more details on utilizing this feature, visit our article on Shared Parameters.
The Subscriptions section of the Web Portal is where you can manage your Channel subscriptions. Remember that channels are ways for other content providers to share their libraries at no additional cost to you. UNIFI has partnered with BIMStore, along with numerous manufacturers, to provide additional value to your subscription. All Revit out of the box families can be found here as well.
You’ll see on this page a list of many channels you can subscribe to. To subscribe to a particular channel, select the + Subscribe button.
From here, you simply indicate which user groups you would like to share this content with by flipping the switch next to the group name.
In order to see what is in the channel, you will need to subscribe to that particular channel. What we recommend is to create a couple of groups. One could be an admin group to allow you to see the content before deciding to release it to all users.
To view that content in UNIFI, you may need to close out the UNIFI platform and reopen it. Next, select the folder icon on the left side of the screen
Then select Channels.
Next, find the folder for the channel that you just subscribed to and open it to view the content.
You can then decide whether or not you want to share this content with particular groups.
Pro Tip: You are able to employ all searching tools for your Subscribed Channels exactly the same as any of your companies library content. Feel free to search by parameter, tag, or create saved searches.
If you select Notifications on the left side of the screen, you’ll see information similar to what you see when you’re in the notifications section of the UNIFI platform. Remember, in just the UNIFI platform, the date range defaults to the last 30 days.
You can view pending uploads, pending content requests, and in-progress content requests.
Now let’s take a look at the Libraries section.
You can see an overview of all Library downloads over the course of time.
You can filter the view just above the graph to indicate which time period you want to see.
To see data tailored to a specific library or share a library outside of our organization, you’ll want to click on a Library shown under All Libraries.
Here there are a few tabs for you to see different pieces of data.
Under the Properties tab, data you can see specific to this library are it’s administrators, content contributors, and a pie graph displaying each type of content loaded to this library.
The Activity tab will display downloads specific to the library. Like before, you can filter the view just above the graph to indicate which time period you want to see.
The Sharing tab will show any pending invites sent and display your shared history. To share a library, you’ll want to click the Share button in the upper right corner of the web window.
When you click Share, a dialog will appear. Ensure that you agree with the permissions given and click Continue.
A new dialog opens. Enter the email address of any Company Administrator in the company that you would like to share to and, if desired, a custom message. Read the Terms of Service, and if accepted, check the box. This box is required prior to being able to select the Send button.
After the share is sent, any one of the company administrators in the target company will then need to go into their own app.unifilabs.com site, and then accept the share.
Once accepted, they will need to re-login to UNIFI in order to see the library in question. This process will need to be repeated for each library that you would like to share.
The Batch Editor gives you the ability to view all your content stored within UNIFI and manage tags and libraries. For detailed steps on using this feature, check out our article on the Batch Editor.
Next, let’s look at the Settings section.
From this screen, you can check the box to allow regular users to add and remove tags. This is selected by default for all companies. You can also review your API keys if applicable.
UNIFI’s Web Portal gives you a central location to manage all projects and content. Be sure to check out our Knowledge Center articles on Project Analytics, Shared Parameters, and the Batch Editor for step-by-step guides on using these tools.