Unified Solutions

Go Live checklist for Unified Solutions SSO

Everything you need to set up in SSO before your agency starts using Unified Solutions applications.

Updated Jun 6, 2026
Training
10m 28s

Here is everything you need to set up in SSO before your agency starts using Unified Solutions applications. Each step builds on the one before it — work through them in order.

If you prefer to watch a walkthrough, the Training video above covers the full Go Live flow end to end — from signing in, to choosing an agency, to navigating your dashboard.

Go Live checklist

  1. 1

    Set your password and sign in

    • Open the welcome email Unified Solutions sent you.
    • Click the link inside to set your password for the first time.
    • Sign in at sso.unified-apps.com with your email and new password.
    • See Setting your password for the first time for the full walkthrough.
    Setting your password for the first time
  2. 2

    Pick your agency

    • If your account belongs to more than one agency, pick which one you want to work in right on the sign-in page. When you type your email, a Logging into banner appears with a Change button you can click to pick a different agency.
    • For users who only belong to one agency, this step is skipped automatically.
    • See Choosing an agency for details.
    Choosing an agency
  3. 3

    Verify your email

    • If your dashboard shows a yellow banner telling you your email is not verified, click Resend verification email and check your inbox.
    • Click the verification link in that email.
    • Some features are limited until your email is verified, so get this out of the way early.
    • See Verifying your email for troubleshooting.
  4. 4

    Add and verify your phone number

    • Click your name in the menu, then click My Settings.
    • In the Phone Number section, enter your mobile number and click Send Code.
    • Enter the 6-digit code you receive by text, then click Verify.
    • This lets Unified Solutions send you text notifications in addition to email.
    • See Adding a phone number for the full walkthrough.
    My Settings
  5. 5

    Choose which application tiles you want on your dashboard

    • Agency admins can open Dashboard Settings (the gear tab at the bottom of the navigation) to turn tiles on or off for the whole agency.
    • If you are not an admin, skip this — your admin will handle it.
    • See Choosing which tiles to show for details.
    Dashboard Settings panel
  6. 6

    Walk through your dashboard

    • Look at each application tile — that is how you will reach each Unified Solutions app from now on. See Application tiles.
    • Click the notification bell (top right) to see alerts and updates from every app in one place. See The notification bell.
    • Click the + button to see quick actions like New HR Request, New Accident Report, and New Service Request. See Quick actions.
  7. 7

    Have your team sign in

    • Make sure every user at your agency can sign in — see Signing in.
    • If any team members belong to more than one agency, confirm they can pick the right one when signing in.
    • Confirm the dashboard shows the correct tiles for each user.
    Signing in