Unphish v2 Docs

User Guide

Step-by-step walkthroughs for each Unphish v2 persona.

This guide is task-oriented. Each section is written for one persona doing one job. If you are looking for what something is, read Background first.

Find your starting point

You are…Start here
New to the platform, signing in for the first timeSigning in
An Unphish staff analyst working casesAnalyst workflow
A client reviewer approving enforcementClient reviewer
A partner operator running your portfolioPartner workflow
Unphish admin managing tenants, users, integrationsAdmin tasks
Engram operating the platform itselfHub operations

A note on environments

You will see four environments referenced throughout this guide:

  • Production — the live customer system. Real takedowns happen here.
  • Staging — pre-production. Same routes as production, but external effects (email, provider submissions) go to safe sinks.
  • Demo — the sales theatre. Curated fixtures and scripted journeys at unphish-demo.engram.org. No real mutations.
  • Workbench — developer / QA sandbox. Same data contracts as production with provider transport switched to fixture or sandbox mode.

If you are following these guides for training, do it in staging unless explicitly told otherwise.

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