Introduction
SalesRevv allows multiple team members to work from the same studio login while still tracking individual staff activity. By selecting Working As at the top of the platform, tasks, call logs, and other staff actions are attributed to the correct team member without requiring everyone to log in and out throughout the day.
Using the "Working As" Feature
At the top of the platform, you'll see the Working As dropdown.
Select the staff member who is currently using the system.
Every team member with a SalesRevv profile will appear in this list.
As tasks are completed, calls are logged, or actions are taken, they will be attributed to the selected staff member.
This allows your team to use a shared studio login while still maintaining accurate staff reporting.
Staff Performance Tracking
Using the Working As feature allows SalesRevv to accurately report:
Task completion by staff member
Call logging activity
Staff productivity
Analytics related to task execution and staff performance
These metrics can be reviewed throughout the platform, including within Analytics.
Adding Team Members
To add a new staff member:
Navigate to Settings > Team.
Click Invite.
Enter the staff member's email address.
Assign the appropriate user role.
Have the staff member complete their profile and enter their name.
Once their profile has been created, they'll automatically appear in the Working As dropdown.
Additional Training for adding team members under: Team Accounts & Roles
Shared Studio Login
After a staff member has created their profile, they do not need to continually sign in and out of the platform.
Instead:
Continue using your shared studio login.
Simply change the Working As selection whenever a different team member is using the system.
This keeps reporting accurate while making day-to-day operations much easier.
Notification Settings
When a new staff member creates their profile, we recommend reviewing their notification settings.
Navigate to:
Settings > Notifications
If they are using a shared studio login, consider disabling email notifications so system notifications are not sent to their personal email address.
Pro Tip: Make it part of your opening routine for each shift to confirm the correct person is selected in the Working As dropdown. This ensures task completion, call logging, and staff reporting are always attributed to the right team member.