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

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Accessing Team Settings

Navigate to Settings → Team from the sidebar.

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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.

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Inviting Team Members

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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.

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Invitation Status

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

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Roles and Permissions

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Available Roles

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Permission Matrix

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Managing Team Members

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Viewing Members

The Team page shows all members with:
  • Name and email
  • Role
  • Last active
  • Join date

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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.

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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

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Organization Settings

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Organization Name

Update your organization name:
  1. Click on the organization name
  2. Enter the new name
  3. Save changes
Add a logo for your organization:
  1. Click Upload Logo
  2. Select an image file
  3. The logo appears in the app header

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Best Practices

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Role Assignment

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

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Regular Audits

Periodically review your team:
  • Remove inactive members
  • Update roles as responsibilities change
  • Review access for departed employees

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Secure Invitations

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

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Troubleshooting

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Invitation Not Received

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

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Can’t Change Own Role

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

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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