How do I add new team members to my Unify account?

Last updated: October 21, 2025

Adding new team members to your Unify organization is straightforward and can be done directly from your dashboard. Follow these steps to invite colleagues to join your account:

Inviting New Team Members

  1. Navigate to your Unify dashboard

  2. Click the + Invite button

  3. Enter the email address of the person you want to invite

  4. Select their role from the dropdown menu (typically "Rep" for most team members)

  5. Send the invitation

Managing Multiple Invitations

You can invite multiple users at the same time by adding additional email addresses during the invitation process. This is helpful when onboarding several team members simultaneously.

Changing User Roles

Don't worry about getting the role exactly right during the initial invitation. Once the invited team member accepts their invite and joins your organization, you can easily change their role and permissions as needed.

The invited users will receive an email with instructions to accept the invitation and set up their access to your Unify account.

If you are blocked from adding users, please reach out to your Account Manager.