Team Management
Manage team members and their roles in your RevKeen organization
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 and how to manage your team.
Team Roles
RevKeen uses three standard roles to manage access 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 | Administrative access to manage settings, invite members, and configure integrations | Team leads, operations managers |
| Member | Standard access to view and work with customers, subscriptions, and invoices | Sales staff, support agents, accountants |
Role Permissions
Each role has different levels of access to RevKeen features:
Owner
Admin
Member
Inviting Team Members
Owners and admins can invite new team members from the Settings page:
Find the team management section in your dashboard
Open the invitation dialog
Choose Admin or Member based on the access level needed
The invitee will receive an email with a link to join
Managing Existing Members
From the Team Members page, you can:
Best Practices
Assign the minimum role needed for each team member's responsibilities
Ensure at least two people have owner access in case of emergencies
Periodically audit your team members and remove access for those who no longer need it
Invite team members using their company email for better security and tracking