UnionStack Learning Centre
Practical guidance for every part of connected union work.
Use thirty detailed guides to plan configuration, establish procedures and help administrators, representatives and staff work confidently in UnionStack.
01 · Foundations & administration
Foundations & administration
Start with dependable terminology, access, configuration and data practices.
Get started with UnionStack
Orient your team, confirm terminology and prepare a safe first configuration.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →AccessPlan roles, users and access
Give each person the access required for their responsibilities without widening it unnecessarily.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →ConfigurationConfigure types and custom fields
Use types and fields to reflect union terminology without creating avoidable complexity.
Support Team · UnionStack 2.0 · Updated August 16, 202611 min read →DataPrepare data for UnionStack onboarding
Clean, map and stage source information before creating production records.
Support Team · UnionStack 2.0 · Updated August 16, 202612 min read →Data qualityEstablish naming and data-quality standards
Keep records consistent enough to search, connect, report and maintain over time.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →GovernanceRun a recurring configuration review
Keep types, fields, statuses and access aligned as union procedures evolve.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →02 · People & structure
People & structure
Model the organization and maintain the people, positions and agreements within it.
Build your union structure
Model entities and relationships around the way responsibility and representation actually work.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →PeopleManage people and positions
Create dependable member records and connect positions, terms, pay and dues.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →Contact dataMaintain contact details and locations
Keep authorized addresses, phone numbers, email details and locations current and usable.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →LeadershipTrack leaders and leadership terms
Connect leaders to organizational entities while preserving useful term history.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →PositionsConfigure positions, pay rates and dues
Represent position types, steps, compensation and dues information consistently.
Support Team · UnionStack 2.0 · Updated August 16, 202611 min read →AgreementsConnect agreements and articles
Keep governing language close to the entities, cases and decisions that rely on it.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →03 · Cases & representation
Cases & representation
Build consistent case procedures from intake and participation through evidence and closure.
Create and progress a case
Move from intake through participants, progress, evidence and outcome.
Support Team · UnionStack 2.0 · Updated August 16, 202612 min read →Case designDesign a dependable case type
Configure fields, participants and progress around a repeatable representation procedure.
Support Team · UnionStack 2.0 · Updated August 16, 202613 min read →ParticipantsManage case participants and roles
Make involvement, representation and responsibility explicit throughout a case.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →EvidenceOrganize case documents and evidence
Keep relevant files identifiable, protected and connected to the decision they support.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →ContextUse notes, tags and relationships consistently
Add context without turning the case record into an unsearchable collection of duplicate text.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →ClosureRecord outcomes, awards and case closure
Complete the record so the result, reasoning and remaining obligations are clear.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →04 · Communication & meetings
Communication & meetings
Keep email, conversations, meetings, participants and documents connected to the work.
Connect email conversations
Choose Microsoft, Gmail or IMAP/SMTP and keep relevant messages with the work.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →MicrosoftConnect a Microsoft email account
Authorize Microsoft email securely and verify the sending and conversation experience.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →Email providersConnect Gmail or IMAP/SMTP email
Choose the supported connection for Google or another approved mail provider.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →RelationshipsLink email to cases, people and entities
Preserve the conversation while making its relationship to union work explicit.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →MeetingsCreate and manage a meeting
Organize purpose, time, location and connected union records in one meeting record.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →Meeting recordsManage meeting participants and documents
Prepare attendance and supporting material so authorized users can understand the meeting context.
Support Team · UnionStack 2.0 · Updated August 16, 20268 min read →05 · Sites, reporting & integrations
Sites, reporting & integrations
Publish the right content, learn from connected data and extend UnionStack safely.
Publish a public or member site
Plan audience, domain, branding and connected content for UnionStack Sites.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →Site setupConfigure site branding and domains
Give each UnionStack Site a clear identity, dependable domain and consistent links.
Support Team · UnionStack 2.0 · Updated August 16, 20269 min read →PublishingPublish meetings, documents and leadership
Expose selected connected records while keeping internal information out of the public experience.
Support Team · UnionStack 2.0 · Updated August 16, 202611 min read →Member accessTest member registration and sign-in
Verify registration, email continuation and supported identity-provider sign-in as a real member would experience them.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →ReportingUse dashboards and reports responsibly
Turn connected records into operational insight while checking definitions and data quality.
Support Team · UnionStack 2.0 · Updated August 16, 202610 min read →DevelopersPlan and authorize an API integration
Use OAuth 2.0 with PKCE and tenant-aware APIs to extend a defined UnionStack workflow.
Support Team · UnionStack 2.0 · Updated August 16, 202612 min read →For builders
Connect UnionStack to the workflow you need next.
The developer platform documents OAuth 2.0 with PKCE, tenant-aware access and APIs across cases, entities, email, people, meetings, reporting and more.
Open UnionStack API documentation ↗