Archive Rules

This article explains how archiving works in Model Reef.

You will learn:

• What it means to archive a model.

• Who can archive and restore models.

• How archiving affects access and collaboration.

Archiving is used to tidy up workspaces and preserve historical models without deleting them.

1

What archiving does

When you archive a model:

• The model is moved out of the main active workspace view into an archive area.

• All branches, variables, Data Library entries, dashboards, reports and valuation settings are preserved.

• Notes, comments, tags and attachments are kept with the model.

Archiving does not delete the model. It simply hides it from regular day to day lists.

2

Who can archive and restore

Only Owners can:

• Archive a model.

• Restore an archived model back into the active workspace.

• Permanently delete a model if this capability is enabled in your account.

Editors and Viewers cannot archive or delete models.

3

Effects on permissions and collaboration

When a model is archived:

• Existing permissions (Owner, Editor, Viewer and branch level access) are preserved.

• Collaborators no longer see the model in their normal workspace lists.

• If the model is restored later, all permissions and collaboration artefacts become active again.

Attachments remain stored with the archived model and are available again on restore.

4

When to archive a model

Typical reasons to archive a model include:

• A project or transaction has completed.

• A financial year or planning cycle has ended and a new model has been created.

• A scenario or version is no longer actively used but must be kept for reference or audit.

Archiving helps keep the workspace focused on current work without losing historical models.

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• CAC/LTV & Payback Analysis

• Operations & Unit Economics

• Tags

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