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How to create and manage a team in the Un1ty app?

Complete guide to creating and managing teams in the Un1ty app. Learn how to organize your users, set up billing points, and link phone lines.

The teams feature in Un1ty lets you organize your organization's users and manage billing flexibly. This guide explains how to create, configure, and manage your teams.

Prerequisites

To create and manage teams, you must:

  • Have access to the Un1ty app

    • Available here: https://un1ty.app.link/

  • Be the organization owner (owner)

Access team management

1. Go to the Admin tab

Once you're logged in to the Un1ty app:

  1. Click on the « Plan » menu

  2. Select the « Admin » tab

  3. Go to the « Team » sub-tab

2. View your existing teams

The Team screen shows all the teams available in your organization. You can:

  • Click an existing team to edit it

  • Create a new team by clicking the « + » button at the bottom right

Create a new team

1. Set the team name

Click on the « + » button and enter your team name (for example: "Team 2").

2. Set as a billing point (optional)

You can turn this team into a billing point. This option is especially useful if:

  • Your organization includes several companies

  • Each company needs to receive its own invoice

Example use case: If Team 2 represents a subsidiary of your main organization that needs to receive a dedicated invoice, select the « Turn into billing point » option.

3. Enter the billing information

If you enabled the "billing point" option, you’ll need to fill in:

  • SIRET number : The company’s identification number

  • Billing address : The full address for billing

  • Corporate name : The company’s legal name

  • Billing email : The email address that will receive the monthly invoices (sent at the end of each month)

4. Finalize the creation

Once all the information is filled in and confirmed, click on « Create ». Your team is now created and available in your organization.

Manage an existing team

Access the team settings

Click on the team you want to manage to open the edit screen.

Edit the team name

You can change the team name at any time if you need to fix something.

Manage team members

You can:

  • Add users to the team

  • Remove users from the team

  • Assign a role to each member:

    • Manager : Extended management rights on the team

    • User : Standard user

Once the changes have been made, click on « Confirm » to save the changes.

Link phone lines

The mobile lines of your organization can be linked to the different teams you’ve created.

To link a line:

  1. Click on « Link our lines »

  2. Select the relevant line

  3. Confirm the linking

Delete a team

If needed, you can delete a team by clicking the « Delete » button.

Warning : Make sure this action is really what you want, because it can impact how your users and your billing are organized.

Key points to remember

  • Restricted access : Only the organization owner can create and manage teams

  • Billing points : Useful for managing multiple entities with separate billing

  • User roles : Two levels available (Manager and User)

  • Associated lines : Option to assign specific lines to each team

  • Monthly invoices : Invoices are automatically available at the beginning of the month in your Un1ty app.

Need help?

If you run into any issues while creating or managing your teams, feel free to contact our customer support.


Organize your organization efficiently with Un1ty team management!

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