Getting Started with Modules Setup 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.
This document explains how to set up the modules that are used in the Admin or User mode of operation.
Access to system functionality is granted through permissions. The ability to utilize a specific function depends on permissions settings (accessed in Admin mode).
The application has two modes of operation:
- Admin (Administration) mode: Company administrators work in Admin mode to set up, for example, company and project/shell properties, user permissions, templates for major features, and data structures. Administrators also configure and set up business process (BP) workflows.
- User mode: Users spend most of their time in User mode. User mode allows users to perform day-to-day activities, collaborate through business processes and Mailbox, maintain, for example, the Cost Manager, Activity Manager, and Document Manager, and run reports.
The Unifier General User Guide 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 
).
Note: This option is not available in the Home workspace because it does not support Admin mode.
Last Published Friday, April 11, 2025