Team and roles

Invite, archive, restore, and remove people

Manage the team lifecycle while protecting active access and historical work.

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

01

Invite a person

1
Start from Team
Choose Invite person. If your plan needs more seats, review the seat change first.
Open this page
2
Enter membership details
Add name, email, account role, weekly capacity, optional billable/cost rates, and contractor status.
3
Send the invitation
The person appears as Invitation pending until they create an account with that email.

Important

Managers may invite members or managers. Only an administrator can invite another administrator.

02

Manage an existing membership

1
Archive
Archive a person to remove workspace access while retaining their historical work. You cannot archive yourself.
2
Restore
Open Archived people and choose Restore to return the membership to the active roster.
3
Delete membership
From Archived people, delete the membership only when permanent removal from this workspace is intended. Existing time records remain tied to the underlying account.

Open this workflow in Unify Revenue

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

Open Team View archived people

Keep going

Team and roles4 min

Understand administrator, manager, and member access

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

Team and roles3 min

Review team hours and capacity

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

Billing and account5 min

Manage a paid plan

Change seats or cadence in Unify Revenue and use the billing portal for payment administration.