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Documentation Index

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The Users page has three tabs for managing who can access Reevo and what they can do: Users, Roles, and Teams.

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Where to Find It

Settings → Organization → Users, roles and teams
Users, roles and teams page with the Users tab open

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Users tab

  • Invite new teammates by email. Click Create in the top right.
  • Use Add filter and Sort to slice the list.
  • Each row shows Name, Email, Role, Team, and Status (Active or Onboarding).
  • Click the row’s ⋯ menu to deactivate, change role, or reassign records.
  • Pending invitations show as Onboarding and can be resent.
  • Reassign records owned by departing users via Reassign ownership.

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Roles tab

Roles control what actions a user can take in Reevo. Three system roles ship by default:
  • Organization Admin: full access to all data and settings. Can invite users, assign roles, edit any record, and manage organizational settings.
  • Team Admin: admin permissions scoped to one or more teams. Can manage members, records, and routing within their teams without org-wide rights.
  • Standard User: by default, cannot edit contacts, accounts, or opportunities owned by others.
You can also create custom roles with finer-grained permissions if your plan supports it.
Roles tab on the Users, roles and teams page

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Teams tab

Group users into teams that mirror your sales structure (for example, by region, segment, or pod). Teams are used in reporting filters, record ownership rollups, and routing. Click Create team to add your first team if none exist yet.
Teams tab on the Users, roles and teams page with the empty state
Bulk team operations (moving many users between teams, or deleting a team that owns records) run in the background. Track progress on Team transfer status.
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