01
Account roles
- Administrator: account settings, billing, modules, team management, projects, reports, and invoicing.
- Manager: team and project management, timesheet approvals, reports, clients/tasks/roles, and invoicing.
- Member: their own time and expenses, plus the work made available to them. Reports and invoices are hidden from main navigation.
- 1
Choose the role when inviting
Set the person’s account role on the invitation form.
- 2
Review a person’s access
Open their Team profile and select Permissions to see the current role.
Role changes are not available
A person’s current account role is read-only after they join. Descriptive roles such as Design or Engineering organize reporting but do not grant access.
02
Account owner
The workspace account owner must be an active administrator. Administrators can choose the owner in Settings → Edit preferences.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.