Help Center Getting StartedLesson 1: Set up Unison.io

Lesson 1: Set up Unison.io

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

Groups

A group is a collection of people that is being connected and organized in Unison.io.

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

Each group also has a calendar to keep track of events. One time or recurring events can be created from the calendar or while composing an email announcement. Events can optionally have an RSVP or signup attached to them to help keep track of who is coming and what each person is doing or bringing. Members can sync the group calendar to their iCal or Google calendar so they never miss an event. 

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.io 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. 

A. Below the banner, 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. 

B. Next, there are options to post a comment or compose a new announcement. 

Along the top bar are more items for navigation.

C. Click Calendar to be brought to the group's calendar and manage RSVPs and who has signup to do or bring something.

D. The search bar will allow you to search for announcements, comments, action items, or attachments. 

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. 

H. The Admin drop-down will allow you to go to the Members, Onboarding, Announcements, or Group Settings pages for additional functionality. 

I. The groups browser is where you will see a list of all of your groups. Click on the top drop-down to switch between personal groups and organizations to which you belong. 

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: 

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