Team Management

Invite team members and manage organization access

Team management lets you collaborate with colleagues by inviting them to your RevBridge AI organization.

Accessing Team Settings

Navigate to Settings → Team from the sidebar.

Organization Overview

Your organization is the shared workspace where team members collaborate on:

• Customer data
• Campaigns
• Templates
• Analytics

All team members have access to shared resources within the organization.

Inviting Team Members

Sending Invitations

1. Go to Team Settings

   Navigate to Settings → Team

2. Click Invite Member

   Click the Invite Member button

3. Enter Email

   Enter the email address of the person you want to invite

4. Select Role

   Choose the appropriate role (see Roles below)

5. Send Invitation

   Click Send Invitation

The invited person will receive an email with instructions to join.

Invitation Status

Status	Meaning
Pending	Invitation sent, awaiting acceptance
Accepted	Member has joined
Expired	Invitation not accepted within 7 days

You can resend expired invitations or cancel pending ones from the Team settings.

Roles and Permissions

Available Roles

Role	Description
Owner	Full access, including billing and deletion
Admin	Full access except billing and org deletion
Member	Standard access to features

Permission Matrix

Permission	Owner	Admin	Member
View campaigns	✅	✅	✅
Create campaigns	✅	✅	✅
View analytics	✅	✅	✅
Manage templates	✅	✅	✅
Configure channels	✅	✅	❌
Manage integrations	✅	✅	❌
Invite members	✅	✅	❌
Remove members	✅	✅	❌
Change roles	✅	✅	❌
Access billing	✅	❌	❌
Delete organization	✅	❌	❌

Managing Team Members

Viewing Members

The Team page shows all members with:

• Name and email
• Role
• Last active
• Join date

Changing Roles

To change a member’s role:

1. Find the Member

   Locate the team member in the list

2. Click Role

   Click on their current role

3. Select New Role

   Choose the new role from the dropdown

4. Confirm

   Confirm the role change

Only Owners can change roles. There must always be at least one Owner.

Removing Members

To remove a team member:

1. Find the Member

   Locate the team member in the list

2. Click Remove

   Click the Remove button (or menu option)

3. Confirm

   Confirm the removal

Removed members:

• Immediately lose access
• Can be re-invited later
• Their work remains in the organization

Organization Settings

Organization Name

Update your organization name:

1. Click on the organization name
2. Enter the new name
3. Save changes

Organization Logo

Add a logo for your organization:

1. Click Upload Logo
2. Select an image file
3. The logo appears in the app header

Best Practices

Role Assignment

• Limit Owners to 1-2 trusted individuals
• Use Admin for department leads
• Use Member for most team members

Regular Audits

Periodically review your team:

• Remove inactive members
• Update roles as responsibilities change
• Review access for departed employees

Secure Invitations

• Only invite people who need access
• Verify email addresses before inviting
• Follow up on pending invitations

Troubleshooting

Invitation Not Received

1. Check spam/junk folder
2. Verify email address is correct
3. Resend the invitation
4. Try a different email address

Can’t Change Own Role

• You cannot change your own role
• Ask another Owner or Admin
• Contact support if needed

Member Can’t Access Features

1. Verify their role has the required permission
2. Check if the feature requires setup
3. Clear browser cache and refresh
4. Contact support if issues persist