Team Members
Invite team members and manage their access permissions
Team Members settings allow you to invite colleagues to your RevKeen account, assign roles, and control what each team member can access and do.
Accessing Team Settings
Navigate to Settings → Team Members to manage your team.
Team Member List
View all team members with:
| Column | Description |
|---|---|
| Name | Team member's name |
| Login email address | |
| Role | Assigned role (Admin, Manager, etc.) |
| Status | Active, pending invite, suspended |
| Last Active | Last login date |
Inviting Team Members
- Click Invite Member
- Enter their email address
- Select a role
- Optionally add a personal message
- Click Send Invite
The invitee receives an email with a link to create their account and join your team.
Pending invites expire after 7 days. You can resend the invitation from the team members list.
Roles and Permissions
| Role | Description | Capabilities |
|---|---|---|
| Owner | Account creator | Full access, cannot be removed |
| Admin | Full administrative access | All features except owner transfer |
| Manager | Day-to-day operations | Manage customers, invoices, subscriptions |
| Support | Customer support role | View and assist customers, issue refunds |
| Viewer | Read-only access | View dashboards and reports only |
Permission Details
| Permission | Owner | Admin | Manager | Support | Viewer |
|---|---|---|---|---|---|
| View dashboard | ✓ | ✓ | ✓ | ✓ | ✓ |
| Manage products | ✓ | ✓ | ✓ | — | — |
| Manage customers | ✓ | ✓ | ✓ | ✓ | — |
| Process refunds | ✓ | ✓ | ✓ | ✓ | — |
| View financial data | ✓ | ✓ | ✓ | — | ✓ |
| Manage team | ✓ | ✓ | — | — | — |
| Account settings | ✓ | ✓ | — | — | — |
| API keys | ✓ | ✓ | — | — | — |
Changing Roles
- Find the team member in the list
- Click the actions menu (⋮)
- Select Change Role
- Choose the new role
- Click Update
Changing a member's role takes effect immediately. They may lose access to certain features.
Removing Team Members
- Find the team member in the list
- Click the actions menu (⋮)
- Select Remove
- Confirm the removal
Removed members immediately lose access but their activity history is preserved.
Suspending Members
Temporarily disable access without removing:
- Find the team member
- Click Suspend
- They cannot log in until reactivated
- Reactivate anytime to restore access
Security Best Practices
- Use the minimum role needed for each team member
- Review team access regularly
- Remove access immediately when employees leave
- Enable two-factor authentication for all users
- Use unique email addresses (no shared accounts)