Team and roles

Create descriptive team roles

Group people by discipline or another useful label without changing account permissions.

Reading time: 3 min read
Audience: Managers and admins
Updated: Updated September 5, 2026

Create a role

1
Open Roles
Go to Manage → Roles and choose New role.
Open this page
2
Name it
Use a discipline, seniority, location, or another grouping that helps your reports.
3
Assign people
Select zero or more current team members and save.

Important

Descriptive roles do not grant administrator or manager permissions. Duplicate role names are allowed, so use clear naming conventions.

Current role management boundary

You can create a role and choose its initial members. Editing, deleting, or reassigning an existing descriptive role is not available from the current Roles page.

Open this workflow in Unify Revenue

These links open the relevant product page. Sign in first if the workflow belongs to your workspace.

Manage roles

Keep going

Team and roles4 min

Understand administrator, manager, and member access

Use account roles to give each person the right workspace access.

Review team hours and capacity

See tracked, billable, and available time for a selected week.

Create descriptive team roles

Create a role

Open Roles

Name it

Assign people

Current role management boundary

Open this workflow in Unify Revenue

Related guides

Understand administrator, manager, and member access

Review team hours and capacity