Team Management

RevTrace uses organizations to group team members and their shared portals, audits, and action plans.

Viewing your team

1. Open the user menu (your avatar in the top-right corner)
2. Click Settings
3. Click Team in the left sidebar
4. View all current members and pending invitations

Inviting members

1. Click Invite Member on the Team page
2. Enter the email address
3. Select a role (Admin, Editor, or Viewer)
4. Click Invite

The invited user receives an email with a link to join. If they don't have a RevTrace account, they'll create one during the acceptance flow. You can also press Enter in the email field to send the invitation.

Understanding roles

The Team page includes an expandable Role Permissions card that explains what each role can do. Click it to see the full breakdown.

Action	Admin	Editor	Viewer
View audits & findings	Yes	Yes	Yes
Run audits	Yes	Yes	No
Create action items	Yes	Yes	No
Push to integrations	Yes	Yes	No
Connect/disconnect portals	Yes	Yes	No
Connect/disconnect integrations	Yes	No	No
Manage client groups	Yes	Yes	No
Delete client groups	Yes	No	No
Manage team members	Yes	No	No
Manage billing	Yes	No	No
Change org settings	Yes	No	No
View audit log	Yes	No	No

Changing roles

1. Find the member on the Team page
2. Click the role dropdown next to their name
3. Select the new role

Only Admins can change roles. You cannot demote yourself if you're the last Admin.

Removing members

1. Find the member on the Team page
2. Click the trash icon
3. Confirm the removal

Removed members immediately lose access to all organization data.

Switching organizations

If you belong to multiple organizations, use the org switcher in the sidebar to switch between them.

Client groups (Agency plan)

Agency-tier organizations can create client groups to organize portals by client. See the Client Groups feature page for details.