UniDesk guide

Learn UniDesk, one feature at a time

Everything below is written for the people who will actually use the system. Pick a feature to see what it is for, exactly what to click, and who in your team can use it.

Create your institution Browse the features

Your first afternoon

Tick each step as your team completes it. This checklist is just for you and is not saved anywhere.

0 of 5 done

Feature by feature

Choose a feature on the left to read the full walkthrough.

Dashboard

The first screen your team sees each morning.

Everyone

A short summary of what needs attention today: active students, open enquiries, outstanding fees, attendance and open tickets, with charts for the last six months.

Step by step

Sign in and you land on the dashboard automatically.
Click any figure at the top to jump straight into that section.
Use the quick action buttons to add an enquiry, find a student, schedule a session, record a payment or raise a ticket.
Check the follow-ups and overdue fee lists before you start the day.

Good to know

Figures only include your own institution; nobody can see another institution's numbers.
Cards you cannot see are hidden because your department does not use that area.

Try it in your own workspace

Who can see and do what

Every colleague belongs to a department and has one of two access levels. Institution boundaries are enforced by the database itself, so nobody can reach another institution's records.

Staff

Day to day work: adding enquiries, students, sessions, marks, fees and tickets in their own department.

Management

Everything staff can do, plus reports, team invitations, institution settings and the activity trail.

Common questions

Ready to set up your institution?

Create your workspace and follow the checklist at the top of this page.

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