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📘 SalesRevv Training: Team Accounts & Roles

Manage access for your staff by creating and assigning login accounts with specific permissions.

Updated over 3 weeks ago


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Introduction

Team management in SalesRevv allows studio owners to control who can access key features in the platform.
Only the Owner can create and manage team accounts. Each user is assigned a role Owner, Manager, or Employee — which determines what they can view and modify.

This ensures that financial data, AI configurations, and operational tools stay secure and accessible only to the right people.
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What Team Accounts Do

  • Allow multiple staff members to log in using their own credentials.

  • Control access to sensitive settings and financial information.

  • Define which users can manage AI behavior, notifications, and automations.

  • Keep activity logs separate for better visibility and accountability.

Managing Team Accounts

  1. Go to Settings → Team Management.

  2. Click “+ Invite” to create a new login.

  3. Enter the staff member’s name, email, and role.
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  4. An email invitation will be sent to your staff member so they can complete their account setup.
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  5. To edit or remove a user, select their profile from the list and choose Edit or Deactivate.

🔒 Only Owners can add or remove team members or change role types.

Multi-Location Access

Studios with more than one location can give a staff member access to multiple studios.
To do this, simply repeat the same invite process at each additional location.
Once invited, the user will be able to switch between assigned locations without needing separate logins.

Role Permissions

Feature / Access Area

Owner

Manager

Employee

Add / Remove Team Members

✅

❌

❌

Edit AI Settings

✅

✅

❌

View Financial Reports

✅

❌

❌

Access Billing Information

✅

❌

❌

Create / Complete Tasks

✅

✅

✅

Adjust Stacks or Automations

✅

✅

✅

Send Messages / Campaigns

✅

✅

✅

Modify Notification Settings

✅

✅

✅

View Analytics Dashboard

✅

✅

✅

Pro Tips

  • Limit roles carefully: Assign Owner access only to trusted studio leadership.

  • Use Manager roles for day-to-day operations, task management, and AI oversight.

  • Use Employee roles for front desk or sales associates who don’t need access to billing or configuration.

  • Review roles quarterly to ensure permissions align with current responsibilities.

  • If a staff member leaves, immediately deactivate their account to maintain security.

Related Articles
📘 SalesRevv Training: Billing & Segments
📘 SalesRevv Training: Staff Tab
📘 SalesRevv Training: AI Assistant – Abilities Tab
📘 SalesRevv Training: AI Assistant Settings
📘 SalesRevv Training: AI Assistant Controls by Client
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