01
Create your account
- 1
- 2
Start the guided setup
Choose your team size, invite teammates if you want, and tell Unify Revenue what you want to accomplish.
- 3
Create the first project
Add a client and project, or skip this step and create them later from Projects.
- 4
Set team defaults
Choose weekly capacity and a timesheet due date, then finish your profile.
Invites are optional
You can skip invitations during setup and invite people later from Team. A pending invitation does not become a membership until the recipient signs up.
02
What setup creates
- A workspace with you as an administrator.
- A common General task so the first project can accept time entries.
- Defaults for team capacity and the weekly timesheet deadline.
- A 30-day trial; an administrator can review upgrade options before it ends.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.