Help Center Getting StartedLesson 1: Set up Unison

Lesson 1: Set up Unison

When you first sign up, you're taken to the board of your brand new group. Once on the board, follow a short and fun tutorial to walk through the initial stages of getting your group off the ground in Unison.

Groups

A group is a collection of people that is being connected and organized in Unison. Each group in Unison has a board that serves as the group's central communication hub. Announcements sent to members via email or text message are posted on a group's board, and members can respond by replying to the email / text, or opening the board and posting a reply. Information on the group's board is more structured than it is in an email, which makes it easier to find important pieces of information quickly. 

Creating a new group

Your first group is created for you when you sign up for a new account, but if you already have a Unison account, or want to create additional groups, you can do so. 

  1. From the group browser on the left, click the "New group" link.
  2. Fill in the group name. If you have an organization, you can also place this group as a sub-group to a parent group within the organization. 

If you begin with a basic group and decide to upgrade to an organization later, you will have the ability to upgrade it directly to the top level of your organization or create a new organization group and then edit the group and add it to your organization. 

Add an image

Click on the image of a picture in the lower right corner of the banner that displays your group's name. A new window will pop up, allowing you to choose an image on your computer to upload. That image will appear as the new banner image. 

A. Below the banner, there are options to post a comment or compose a new announcement. 

B. Next, you will see the feed where you can view announcements and messages posted in the group. To view an announcement and any related comments, click on it. 

Along the top bar are more items for navigation. 

C. The groups browser is where you will see a list of all of your groups. The icons to the right of the list of groups will allow you to access the controls for the group selected on the left. 

D. The search bar will allow you to search old posts. Additionally, you can click on the triangle icon to view projections. Projections make it easy to cut through noise and find key pieces of information. A projection is a visualization of a particular type of information on a group's board. For example, the calendar projection shows dates on a calendar. The map projection shows places on a map.

E. Clicking the bell icon will allow you to update your personal email and text notification preferences.

F. Clicking the + icon will allow you to add members, create a new group, or create a new organization. 

G. Clicking your profile will allow you to manage your profile and get additional help. 

Create an organization (optional)

An Organization is a collection of groups and people. Organizations pay a small monthly fee and have access to additional features that are not found in basic groups. Some of those features include: 

  • Group hierarchy 
  • Registration page
  • Text-to-join

To create a new organization: 

  1. Click the "Create a new organization..." link under the "+" icon in the upper right corner of the page. 
  2. Fill out your organization name and credit card information. 
  3. Click the "Create organization" button.

Or, convert  your current group into an organization

Organizations can also create a registration page for each group within the organization to allow a customizable online registration form that can be used to onboard new members into a group or set up text-to-join for easy onboarding of members.