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Overview

This guide will help you understand how user roles and permissions work within the app, particularly the USER and ADMIN roles, ensuring you and your team can collaborate efficiently and securely.

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Basic concepts & terminology

Reevo uses a role-based access system to control what users can see and do:
  • Admin: Full access to all data and settings. Can invite users, assign roles, and edit any record.
  • Regular User: Limited access. By default, cannot edit contacts, accounts, or opportunities unless granted access by an admin.
There are two types of access a user can have:
  • Edit Access: Users can edit a record if they are an admin, the owner, or listed as a participant. Having edit access means the user will be able to edit fields of an object, mark tasks as completed, etc.
  • View Access: All users and admins can view records.

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Where to find it

To invite, view, or adjust user settings. Go to: https://app.reevo.ai/settings/users

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How it works

Contacts, Accounts, and Opportunities If you have edit access, you can click into any editable field in the row to make changes. Example of non-editable rows: Screenshot2025 04 14at3 19 45PM Pn Example of editable row: Screenshot2025 04 14at3 43 12PM Pn Users with edit access can:
  • Edit detail fields and custom fields
  • Change stage selectors
  • Merge or archive records
  • Use the New button to add related records
Screenshot2025 04 14at3 10 30PM Pn Tasks Tab If you have edit access, you can mark tasks as complete, edit, or delete them. All users can comment. Screenshot2025 04 14at4 40 42PM Pn Emails Tab If you have edit access, you can reply to emails.

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Setting it up

Managing user roles and inviting new users
  1. Go to the Reevo settings page: https://app.reevo.ai/settings/users Screenshot2025 04 14at2 22 10PM Pn
  2. To invite a new user, click the ‘Invite User’ button on the top right and fill out the form, specifying the desired role for the user. Screenshot2025 04 14at2 25 46PM Pn
  3. To change the role of an existing user, click the ‘…’ button on the right of a user row and select ‘Change Role’.
Screenshot2025 04 14at2 29 20PM Pn Screenshot2025 04 14at2 28 44PM Pn Granting Edit Access
  1. By default, Admins will have edit access for all records and objects. Users, on the other hand, must be the owner of the record OR be on the record/object’s participant list.
  2. To provide a user edit access to an object, go to it’s corresponding detail page a. for contacts, accounts, and opportunities: Screenshot2025 04 14at3 10 30PM(1) Pn b. for tasks: Screenshot2025 04 14at4 53 39PM Pn
  3. Set the user as the owner or add the user to the participants list. This will give the user edit access to this specific record. Screenshot2025 04 14at3 11 49PM Pn Note: providing edit access of a record to a user will not give them edit access to the related contacts and opportunities. An admin will have to add the user to the participant list of the individual contact/opportunity records.