Getting started

Find your way around Unify Revenue

Understand the workspace navigation, account menu, and module-based visibility.

Reading time: 3 min read
Audience: Everyone
Updated: Updated September 5, 2026

Workspace: Time, Expenses, Projects, and Team.
Revenue: Reports and Invoices.
Administration: Manage and, for administrators, Settings.

1
Choose sidebar behavior
Use the sidebar control to keep it expanded, collapsed, or open it on hover. The choice is saved in your browser.
2
Open your account menu
Use your avatar for My profile, My time report, Notifications, Refer a friend, and Sign out.

Good to know

Navigation adapts to your role and the workspace’s enabled modules. Members do not see Reports or Invoices; a disabled Expenses or Team module is also hidden.

Navigate on a small screen

The same navigation opens in a mobile sheet. Selecting a destination closes the sheet so the page has the full viewport.

Open this workflow in Unify Revenue

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

Open your timesheet

Keep going

Team and roles4 min

Understand administrator, manager, and member access

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

Choose workspace modules

Show or hide major work areas without deleting their data or changing plan price.

Manage your workspace profile

Update the name, timezone, avatar, and personal welcome setting used in your workspace.

Find your way around Unify Revenue

Use the main navigation

Choose sidebar behavior

Open your account menu

Navigate on a small screen

Open this workflow in Unify Revenue

Related guides

Understand administrator, manager, and member access

Choose workspace modules

Manage your workspace profile