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
Go to Team Settings
Navigate to Settings → Team
Click Invite Member
Click the Invite Member button
Enter Email
Enter the email address of the person you want to invite
Select Role
Choose the appropriate role (see Roles below)
Send Invitation
Click Send Invitation
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:
Find the Member
Locate the team member in the list
Click Role
Click on their current role
Select New Role
Choose the new role from the dropdown
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:
Find the Member
Locate the team member in the list
Click Remove
Click the Remove button (or menu option)
Confirm
Confirm the removal
- Immediately lose access
- Can be re-invited later
- Their work remains in the organization
Organization Settings
Organization Name
Update your organization name:
- Click on the organization name
- Enter the new name
- Save changes
Organization Logo
Add a logo for your organization:
- Click Upload Logo
- Select an image file
- 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
- Check spam/junk folder
- Verify email address is correct
- Resend the invitation
- 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
- Verify their role has the required permission
- Check if the feature requires setup
- Clear browser cache and refresh
- Contact support if issues persist
