Customization

Tailored to Fit Your Union

Union365 gives you the freedom to customize the platform to match your structure, language, workflows, and goals — without needing to write a line of code.

No two unions are exactly alike. Different roles, different bylaws, different priorities. That’s why Union365 isn’t a “plug-and-play” box — it’s a flexible, purpose-built system that bends to your needs, not the other way around.

From custom forms and fields to automated workflows and role-based access — Union365 makes it easy to shape the platform around your Local’s reality.

Why It’s Worth It

Built Around Your Structure

Whether you organize by site, department, unit, or region — Union365 adapts. You can define your own categories, roles, and organizational levels to reflect how your Local actually works.

Forms That Fit How You Work

Custom intake forms for grievances, member issues, or event sign-ups — all tailored to capture exactly the info you need, without clutter.

Language That Matches Your Voice

Change labels, section names, and dropdowns to use the terminology your members and leaders already understand.

Workflows That Make Sense

Automate steps, assign tasks, and define approvals based on your process. Whether it’s a case review, budget request, or membership change — it follows your flow.

Permissions with Precision

Set who can see what. Customize access levels by role, committee, or executive title — ensuring each user only sees what’s relevant to their work.

Data That’s Yours, Organized Your Way

Add custom fields to members, grievances, or events — and filter or report on any detail. The system flexes to capture what matters to you.

Why it’s a game-changer

Tired of explaining your internal process to tech support?

No more translating union work into tech talk. Just set it up once, and it works your way — every day.

Need your system to grow as your needs change?

Union365 is flexible and future-proof. Add fields, forms, and automations over time — without expensive add-ons or consultants.

Do you have unique roles or committees that other platforms don’t recognize?

Union365 lets you define your structure — right down to the terms you use. No more “close enough” compromises.

Spending hours modifying spreadsheets or tracking things outside the system?

Bring your full process into one place — forms, fields, and flows that fit your unique way of doing things.

Customization isn’t just a feature — It’s what makes your union’s platform — intuitive, aligned, and built to serve the real work you do every day

See what else Union365 can do

Request a Demo