Every screen in UnitConnect shares the same frame: a dark header across the top, a navigation sidebar on the left, and the page you're working on in the middle. This article walks through each part so you know where to look for things.
The header
The header runs across the top of every page.
- Company name and logo — on the left, the name of your management company.
- Search, navigate, or take action… — the search bar in the middle opens the command palette. Use it to find a tenant, vendor, property, unit, invoice or expense, jump to a page, or start a common task. You can also press Ctrl + K from anywhere. See Search and keyboard shortcuts.
- Help and support — the question-mark icon. See Get help and contact support.
- Notifications — the bell icon. A red dot means you have unread notifications. See Notifications.
- Your avatar — your initials or photo on the right. Click it to open the account menu.
Get help and contact support
Click the ? icon in the header to open Help and support. From anywhere in UnitConnect it shows:
- Help for this page — the articles that cover the page you're on.
- Search help articles — type a few words to find an article.
- Browse all help — opens the help panel beside the page, so you can follow an article's steps as you go: the articles for this page, popular ones, and every topic. Every article you pick from the menu, or from search (Ctrl + K), opens there too. The panel's open-in-new-tab button takes you to the help center.
- Contact support — opens the Contact us tab of the help panel. Pick a topic, describe what you need and attach screenshots if they help. The page you're on and the record you have open are sent with your message, so you don't have to explain where you are; remove anything you'd rather not send. We reply by email and in the app.
- Your requests — the help panel's tab beside Contact us: every question you've sent us, with our replies. When we've replied, a red dot on the ? icon, a notification in the bell and a "new reply" badge on Contact support tell you, and Contact support opens the reply. Open a request to read the conversation, write back, attach files, or mark it as resolved.
- Our phone number and email address, and Suggest a feature, at the bottom of the menu.
The account menu
Click your avatar to see your name and login email, and these options:
- Settings — your profile, sign-in and password, and invoice printing preference. See Update your profile and password.
- Preferences — theme, navigation layout, font, scale, density and contrast. See Change how UnitConnect looks.
- Join a workspace… — accept an invite to another organization with its code. If you work in more than one, the Workspace box at the top of the menu shows the one you're in; click it to switch, and Join a workspace… is at the bottom of that list. See Work in several organizations.
- Sign out — ends your session on this device.
The sidebar
The sidebar groups the main areas of UnitConnect under four headings:
| Heading | Pages |
|---|---|
| Overview | Home, Properties, Tenants, Rentals, Calendar |
| Operations | Invoicing, Banking, Vendors, Expenses, Documents, Announcements, Tasks |
| Insights | Reports |
| System | Admin, Audit Log |
You only see the pages your role allows. For example, Admin appears only if you have access to at least one admin section, and Audit Log, Calendar, Documents, Announcements and Tasks each need their own view permission. Rentals appears only when your company uses the public rentals catalog. If you're missing a page you need, ask your UnitConnect administrator.
Collapse the sidebar
To get more room for the page, click the collapse icon next to the Overview heading, or press [. The sidebar shrinks to a narrow strip of icons. Hover over the strip to see the full sidebar temporarily, or click the expand icon (or press [ again) to pin it open.
On a small screen, the sidebar is hidden. Tap the menu button (☰) at the left of the header to open it.
Prefer a horizontal menu? Open Preferences from the account menu and set Navigation to Top bar.
The portfolio switcher
At the bottom of the sidebar, the Portfolio box shows which group of properties you're looking at. All properties means everything you have access to. Choosing a portfolio narrows the data on every page to that portfolio's properties. See Switch between portfolios.