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 time | Signing in |
| An Unphish staff analyst working cases | Analyst workflow |
| A client reviewer approving enforcement | Client reviewer |
| A partner operator running your portfolio | Partner workflow |
| Unphish admin managing tenants, users, integrations | Admin tasks |
| Engram operating the platform itself | Hub 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.