Dashboard Guide

Find your way around the Dashboard and choose a setup path for your integration.

The Unipile Dashboard V2 lets you configure an integration and operate its connected accounts. Most screens belong to a selected Application inside an Organization.

Choose your workspace

Use the application selector at the top of the sidebar to switch applications or create one. To change organizations, open the user and organization menu at the bottom of the sidebar and choose Switch organization. You can create another organization from that menu.

To rename an application or access its deletion settings, open the application selector and click the gear beside its name. This opens App settings.

Check the organization, application name, and Development or Production environment shown on Overview before changing settings. Resources in another application are managed separately.

Your organization role and the application's environment determine which actions you can use. See Organizations for permissions and Applications for environment boundaries.

Find a Dashboard feature

AreaWhat you can do
OverviewCopy the API base URL, review connection counts and subscription alerts, and open integration setup guides.
AccountsConnect and reconnect accounts, filter accounts, inspect status and history, and manage metadata and proxies. See Manage Provider Accounts.
ScopesIsolate customers' accounts and scoped API keys. See Scopes.
WebhooksRegister endpoints, inspect deliveries, and replay stored events. See Configure a webhook and Test and debug webhooks.
API KeysCreate and revoke keys, inspect expiration dates, and filter Account keys by Scope. See Authenticate Requests.
TestingConnect a Mock account and simulate events or failures in Development. See Test and debug webhooks.
ConfigurationOpen the separate Hosted auth, OAuth, Rate limits, and Custom domains pages from this sidebar group.
App settingsRename the application or delete it. Open the application selector and click the gear beside its name. See Applications.
MembersInvite teammates, inspect 2FA enrollment, and manage memberships. See Organizations.
Billing & UsageReview your subscription, usage, costs, and account cap. Reserved for Owners. See Billing.

On a small screen, open the navigation menu in the header to access the same areas.

Connect your project

On Overview, click Connect my project, then select a tab:

  • SDK: choose Node.js / TypeScript or Python. Follow the installation and request examples, and use the shortcuts to create an API key or connect an account. The guide links to the SDK repository for your language.
  • Automation tools: choose n8n, Make.com, or Zapier. Follow the instructions to configure a trigger, register a webhook endpoint, and test an event. For n8n, replace the test webhook URL with the production URL when your workflow is ready. See Automation tools.
  • MCP: let a development assistant consult the API reference, optionally with access to connected test accounts. See Developer MCP.

For MCP, leave Access connected accounts off to explore documentation only. To allow account actions, enable it, create a dedicated Scope, assign the accounts, and create a scoped Account API Key. Replace the placeholder in the client configuration with that key. The guide links to Manage scopes and the API key creation form.

Use the copy controls beside commands and code examples. Where offered, you can also copy setup instructions for your coding assistant. Store generated credentials securely before closing the guide, and never paste them into an AI conversation.

User settings and help

Open the user menu for User settings, theme selection, and Log out. See User Account and Security to configure 2FA or manage login methods.

The sidebar provides the service status link and support access. Overview also links to provider quickstarts, the API reference, changelog, community, and V1 migration guides. Connection counts describe provider connectivity; check the service status separately when investigating platform availability.


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