Getting Started with General Administration Guide

Within the documentation, some content might be specific for cloud deployments while other content is relevant for on-premises deployments. Any content that applies to only one of these deployments is labeled accordingly.

The Unifier General Administration Guide explains how the Company Administrator should use the general options that are available in Admin mode.

Note: The instructions and information presented in the documentation are based on an out-of-the-box (OOTB) setup and before being customized by the user.

Depending on permissions, among other tasks, the Company Administrators can:

Create or modify projects
Create data definitions for custom attributes on BP forms
Activate business process schemas
Define record numbering schemas
Create users and groups and grant their permissions
Set up templates
Add currencies

For more information about Company Administrator, see Administrators.

Access to functionality is granted through permissions.

A Company Administrator can set permission from the following modules:

Access Control
Company User
User Administration, Groups sub-node
Standards & Libraries, Permission Templates sub-node

The ability to utilize a specific function depends on permissions settings granted by the Company Administrator, set in Admin mode.

There are two modes of operation:

Admin (Administration) mode: The Company Administrator works in Admin mode to set up, for example, company and shell properties, user permissions, templates for major features, data structures, and configure and set up business process (BP) workflows.
User mode: Users spend most of their time in User mode. User mode allows users perform the day-to-day activities, collaborate through business processes and Mailbox, maintain, for example, the Cost Manager, Activity Manager, and Document Manager, and run reports.
User Help explains how to use the options that are available in User mode.

You can switch between modes using the mode icons (User mode and Admin mode ). These options are not available for the Home workspace.

Note: On touchscreen-enabled devices, the close button (x) is displayed for every page or tab in the location bar at the top of the application, instead of being displayed only for the active page or tab.

Using Artificial Intelligence (AI) Features

Variability of Summaries Generated by AI

Because of how AI large language models (LLMs) function, the summaries generated might vary, even when you generate summaries using the same input data and output options. The AI model makes billions of probabilistic choices when generating text, similar to how a human might rephrase the same idea between different conversations. This approach is by design, with the intention of making the summaries feel natural and dynamic, rather than repetitive and stale. While the wording, ordering, and formatting might vary between summaries, Oracle expects that the core information and accuracy is correct.

Translation of International Data Generated by AI

When the data submitted for summarization is in a language other than English, the model first performs a translation to derive meaning. It then generates the summary in English, leveraging its capability for natural language generation (NLG). This approach provides cohesive summaries of the information, regardless of language.

However, it is important that you are aware of the inherent limitations of machine translation, particularly when it involves technical or domain-specific information. The AI feature relies on patterns learned from vast datasets, but it can occasionally struggle with highly specialized terminology, jargon, or cultural nuances that are not well-represented in its training data. This can lead to inaccuracies or a loss of precise meaning. For this reason, Oracle does not guarantee the accuracy of the summaries when the original data contains languages other than English.

Last Published Monday, October 13, 2025