Account
Managing personal account details.
By Sabina1 author8 articles
- Account Roles: Owner, Admin, and MemberLearn how account-level roles work in Unplex, how roles differ from seats and status, and what each role can do across your workspace.
- Managing Seats and LicencesHow seats work in Unplex, how to assign and revoke them, and what happens when you reach your seat limit.
- Inviting People to Your WorkspaceHow to invite colleagues to your Unplex workspace by email, set their role, add them to projects, and manage pending invitations.
- Transferring Workspace OwnershipHow to transfer Unplex workspace ownership to another member, what changes for you afterwards, and what happens to billing.
- Sharing Assistants and TemplatesHow assistant and template sharing works in Unplex — Private versus Shared with team, and what colleagues can do with shared items.
- How Access Works in Unplex: Roles, Seats, and SharingReference overview of the four independent access levels in Unplex — account role, seat, project role, and assistant/template sharing — and how they interact.
- Project Roles: Owner, Editor, and ViewerLearn what each project-level role can do — including sharing, exporting, and access inheritance — and how access works within a project in Unplex.
- Invite Your Team and Scale Across the FirmHow to invite your team, structure workspace access, set up shared agents and knowledge resources, and drive firm-wide Unplex adoption.