> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<Steps>
  <Step title="Go to Team Settings">
    Navigate to **Settings → Team**
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button
  </Step>

  <Step title="Enter Email">
    Enter the email address of the person you want to invite
  </Step>

  <Step title="Select Role">
    Choose the appropriate role (see Roles below)
  </Step>

  <Step title="Send Invitation">
    Click **Send Invitation**
  </Step>
</Steps>

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 |

<Tip>
  You can resend expired invitations or cancel pending ones from the Team settings.
</Tip>

## 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:

<Steps>
  <Step title="Find the Member">
    Locate the team member in the list
  </Step>

  <Step title="Click Role">
    Click on their current role
  </Step>

  <Step title="Select New Role">
    Choose the new role from the dropdown
  </Step>

  <Step title="Confirm">
    Confirm the role change
  </Step>
</Steps>

<Warning>
  Only Owners can change roles. There must always be at least one Owner.
</Warning>

### Removing Members

To remove a team member:

<Steps>
  <Step title="Find the Member">
    Locate the team member in the list
  </Step>

  <Step title="Click Remove">
    Click the **Remove** button (or menu option)
  </Step>

  <Step title="Confirm">
    Confirm the removal
  </Step>
</Steps>

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