Build out your Revian workspace by adding team members. You can set their role (Admin or Member) and choose the pricing tier that fits their needs.
How to invite users
1 Go to Team Settings
Click your profile icon in the top right, then select Settings > Team.
2 Click "Invite Members"
Enter one or more email addresses, separated by commas.
3 Set role and tier
Choose Admin or Member, and select Base, Plus, or Ultimate tier for each user.
4 Send invitations
Click Send Invites. Users will receive an email with a link to join your workspace.
Roles: Admin vs Member
| Permission | Admin | Member |
|---|---|---|
| Access CRM, calls, deals, contacts | ✓ | ✓ |
| Use AI assistant | ✓ | ✓ |
| Send proposals and e-signatures | ✓ | ✓ |
| Invite and remove team members | ✓ | — |
| Change user roles and tiers | ✓ | — |
| Manage billing and invoices | ✓ | — |
| Configure integrations | ✓ | — |
| Export company data | ✓ | — |
Tip: The account creator is automatically an Admin. You can have multiple Admins in your workspace.
Pricing tiers
Each user can be assigned a different tier based on their needs:
| Tier | Price | Best For |
|---|---|---|
| Base | 11 tools | SDRs and support reps who need core CRM and AI |
| Plus | 17 tools | AEs who need call intelligence and proposals |
| Ultimate | 26 tools | Leaders who need forecasting and commission tracking |
You can mix tiers within your team. For example, give your sales managers Ultimate while SDRs use Base.
Changing a user's tier or role
- Go to Settings > Team
- Find the user and click the ... menu
- Select Edit
- Change their role or tier and save
Tier changes take effect on the next billing cycle. Role changes take effect immediately.
Removing a team member
- Go to Settings > Team
- Find the user and click the ... menu
- Select Remove from team
- Confirm the removal
Their data (deals, contacts, activities) remains in your workspace and can be reassigned to another user.
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