Learn the suite, end to end.
Ask the Oracle anything about Unionsuite, or browse step-by-step guides for every part of the product, from first login to running your entire union.
Answers come from the general version of the Unionsuite platform. For fully accurate, tailored guidance, always consult your union's own helper inside the application.
Browse the guides
18 guides
Getting started with Unionsuite
Sign in with a one-time code, learn what your role unlocks, and get comfortable with the Dashboard, navigation, notifications, themes, and announcements.
6 min readSettings and appearance
Open Settings from the gear in the header to pick a theme, calm the interface, and tune notifications. Every choice applies instantly and, when you are signed in, follows you across devices.
4 min readWorking with the Members directory
Search and filter the roster, chase down missing data, edit profiles safely with a full audit trail, manage membership cards, and keep temporary members and retirees in order.
8 min readManaging branches and executives
Find your branches, open one to read its contact details and roster, and keep its executive team current. Every executive change is logged so your local always has a clear record.
7 min readWorking with Job Titles
See how your members are distributed across job titles, drill into any title to find exactly who holds it, and learn how titles are created, renamed, and retired straight from member records.
6 min readHandling grievances and deadlines
File complaints, move cases through Step 1, Step 2, and Arbitration, and stay ahead of every grievance-procedure deadline.
8 min readMaintaining the seniority list
Find members who still need a priority number, assign numbers one month at a time with a preview before saving, and export the full sorted list as CSV, Excel, or PDF.
7 min readForms: build, restrict, collect, and export
Build public intake forms people fill out without an account, limit who can submit by role or by a custom email list, understand the one-time-code gate on restricted forms, and review, export, and clean up the submissions that come in.
7 min readMass email in depth: AI writing, PDFs and limits
Go beyond the basics of the mass-email composer: build a recipient list from CSVs, personalize with tokens, master every block, save reusable templates, write a polished bilingual email with the built-in AI writer, attach downloadable PDFs, and read your send results.
9 min readPlanning communications with the comms calendar
Use the comms calendar to plan every communication on a month grid, schedule recurring items, attach files, set email reminders, and triage suggestions from your team. It is one shared, union-wide calendar.
9 min readImporting and exporting member data
Reconcile your employer's payroll master list against your member database with a guided, reviewable import, backfill dates of birth in bulk, and build filtered CSV contact and roster exports. A full snapshot is saved automatically just before any import is applied.
9 min readMember anniversaries
Browse a monthly calendar of members reaching a service milestone, drill into their details, and let the automatic daily digest keep your leadership informed.
6 min readUsing Personal Files
Personal Files is your own private storage inside Unionsuite. Upload by clicking or dragging, organize into folders, preview most file types, rename, move, copy, and delete items, search within a folder, and hand out share links that work without a login.
7 min readRoles and permissions
Add staff users, set what each role can do, grant per-person exceptions, and understand how scope and capabilities decide what people see.
8 min readBroadcasting announcements to every user
Super-admins can push a one-line banner to every signed-in user in real time, ideal for "save your work, an update is landing." Learn who can send, how Quick Send and custom messages work, what recipients see, and where broadcasts deliberately stop.
5 min readWatching live activity with the Monitor
An administrator-only view of who is in Unionsuite right now: each visitor's current page, a short navigation log, and deliberately nothing more. Learn the two locks that protect it, how to read the session grid, and the short memory that keeps it private.
6 min readTroubleshooting common problems
Fix the everyday snags yourself: login codes that never arrive, buttons that look missing, import and accent issues, email that never lands, broken links, and error screens, plus exactly what to send your administrator when self-service is not enough.
11 min readUsing the AI help assistant
A built-in assistant sits behind the round "i" button on every page and answers "how do I…" questions about using the app, with step-by-step instructions tailored to your page, role, and exact permissions.
6 min read