Inviting Your Team

RevTrace supports team collaboration through organizations. Invite your RevOps team, managers, or agency partners to view and act on audit results together.

Roles

Each team member is assigned a role that controls what they can do:

Role	Permissions
Admin	Full access. Manage team, billing, integrations, portals, and all settings.
Editor	Run audits, create action plans, connect portals, push to integrations. Cannot change billing or team settings.
Viewer	Read-only access to audit results and dashboards.

You can view a detailed permissions breakdown on the Team settings page by expanding the Role Permissions card.

Inviting members

1. Open the user menu (your avatar in the top-right corner)
2. Click Settings
3. Click Team in the left sidebar
4. Click Invite Member
5. Enter their email address and select a role
6. They'll receive an email invitation with a link to join

Invited users who don't have a RevTrace account will be prompted to create one.

Managing members

From the Team settings page, you can:

• Change roles — Promote or demote team members
• Remove members — Revoke access to your organization
• Revoke invitations — Cancel pending invites that haven't been accepted

Organization limits

The number of team members depends on your plan:

• Free — 1 member
• Pro — Up to 5 members
• Business — Up to 15 members
• Agency — Up to 25 members

See Billing for plan details.