Team Management
Invite team members, assign roles, and manage permissions
RevKeen allows you to invite team members to your organization and assign them roles that control their access to different features. This guide explains the available roles, how to manage your team, and security best practices.
Team roles
RevKeen uses a role-based access model to manage permissions within your organization:
| Role | Description | Typical Use |
|---|---|---|
| Owner | Full control over the organization including billing, settings, and team management | Business owner, primary account holder |
| Admin | Full administrative access to manage settings, invite members, and configure integrations | Team leads, operations managers |
| Manager | Day-to-day operations access | Manage customers, invoices, subscriptions |
| Support | Customer support role | View and assist customers, issue refunds |
| Member | Standard access to view and work with customers, subscriptions, and invoices | Sales staff, accountants |
| Viewer | Read-only access | View dashboards and reports only |
Role permissions
Each role has different levels of access to RevKeen features.
Owner
- Full access to all features
- Manage billing and subscription plans
- Delete the organization
- Transfer ownership to another member
- Manage all team members including other owners
Admin
- Invite new team members
- Remove members (except owners)
- Configure payment gateways
- Manage API keys and webhooks
- Access all customer and billing data
- Cannot manage billing or delete organization
Manager
- Manage customers, invoices, and subscriptions
- View financial data
- Cannot invite or manage team members
- Cannot access API keys or settings
Support
- View and assist customers
- Process refunds
- Cannot manage products or view financial data
- Cannot access settings
Member
- View and manage customers
- Create and manage subscriptions
- Create and send invoices
- View payment history and reports
- Cannot invite or manage team members
- Cannot access API keys or settings
Viewer
- View dashboards and reports only
- Cannot modify any data
Permission matrix
| Permission | Owner | Admin | Manager | Support | Viewer |
|---|---|---|---|---|---|
| View dashboard | Yes | Yes | Yes | Yes | Yes |
| Manage products | Yes | Yes | Yes | -- | -- |
| Manage customers | Yes | Yes | Yes | Yes | -- |
| Process refunds | Yes | Yes | Yes | Yes | -- |
| View financial data | Yes | Yes | Yes | -- | Yes |
| Manage team | Yes | Yes | -- | -- | -- |
| Account settings | Yes | Yes | -- | -- | -- |
| API keys | Yes | Yes | -- | -- | -- |
Every organization must have at least one owner. You cannot remove or demote the last owner without first assigning ownership to another member.
Team member list
Navigate to Settings > Team Members to view all team members. The list displays:
| Column | Description |
|---|---|
| Name | Team member's name |
| Login email address | |
| Role | Assigned role (Owner, Admin, Manager, etc.) |
| Status | Active, pending invite, or suspended |
| Last Active | Last login date |
Inviting team members
Owners and admins can invite new team members:
- Navigate to Settings > Team Members
- Click Invite Member
- Enter the invitee's email address
- Select a role (Admin, Manager, Member, etc.)
- 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 page.
If an invitation email does not arrive, check the spam folder. You can also resend invitations from the Team Members page.
Managing existing members
From the Team Members page, you can:
- Change roles -- Promote or demote members between roles
- Remove members -- Revoke access for team members who no longer need it
- Resend invitations -- Send another email for pending invitations
- Revoke invitations -- Cancel pending invitations before they are accepted
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.
Removing a member is immediate and permanent. The member will lose access to all organization data instantly. They can be re-invited later if needed.
Suspending members
Temporarily disable access without removing a member:
- Find the team member
- Click Suspend
- They cannot log in until reactivated
- Reactivate anytime to restore access
Best practices
- Use the principle of least privilege -- Assign the minimum role needed for each team member's responsibilities
- Have multiple owners for business continuity -- Ensure at least two people have owner access in case of emergencies
- Review team access regularly -- Periodically audit your team members and remove access for those who no longer need it
- Use work email addresses -- Invite team members using their company email for better security and tracking
- Remove access immediately when employees leave -- Do not leave stale accounts active
- Enable two-factor authentication for all users -- Add an extra layer of security
- Use unique email addresses -- No shared accounts
Next steps
- Settings -- Configure your account preferences
- Notifications -- Set up notification preferences for your team