This article is for Legacy account owners who created an account before 9 September 2024. If you created your account after that date, or if you upgraded your account to the new experience, you have access to the new and improved team accounts. If you have a legacy account and need assistance with upgrading to the new experience, please contact us at support@rev.com or via live chat using the icon at the bottom of this page.
General Teams
You can adjust the role of any user on your account by visiting the Org Members page. Under Teammates, you can choose whether to promote or demote a user, depending on their current role. You can also revoke* an account.
*It's important to note that revoking an account will close that user's Rev.com account. Please be absolutely sure you want to do this before revoking a user.
To display previously revoked users, check the Show revoked users box under Teammates.
The following illustrates the permission level of each role:
If you need to transfer ownership of the account this can be done by making another team member Admin and then demoting the current Admin. If you need help transfering ownership, please reach out to our support team at support@rev.com or live chat via the help button on the bottom right of this page to request this.
Member Roles
Organization Roles
There are four levels of Rev shared accounts: Member, User Manager, Billing Manager, and Admin. Here’s a breakdown of each one:
All users on a team must use the billing method on file, and only the account Admin and Billing Manager are able to update this payment method. This also applies to prepaid balances and invoice payments which can only be added by the account Admin and Billing Manager.
The account Admins serve as the gatekeepers. Admins can limit the ability to view and edit certain users by choosing who to designate as User Managers. Admins can add all levels of members to the account and assign other Admins.
User Managers can view members of the organization, add and remove members, and view billing information.
Members can only see other members in the workspace. Added Members will never see the credit card information on file, but they do have the ability to place orders.
Billing Managers can edit the payment method on file, view billing information and make payments to Rev on the organization's behalf. Billing Managers are not able to promote or revoke teammates.
Workspace Roles
Once you have your team members set up, it's time to assign their workspace roles.
There are 4 levels of workspace roles: Viewer, User, Admin and Manager. Here's a breakdown of each one:
These roles can be assigned under your Workspace tab on the left-hand side of your workspace under Members.
Viewers can place orders and share files, edit their own files, and see all the files in the public workspace.
Users can place orders and share files, edit their own files, and see and edit all files in the public workspace.
Managers can place orders and share files, edit their own files, see and edit all files in the public workspace, view and edit all files submitted in the private workspace, and view, edit, and remove members from the workspace.
Admins can place orders and share files, edit their own files, see and edit all files in the public workspace, view and edit all files submitted in the private workspace, and view, edit and remove members from the workspace. Admins can also edit workspace preferences, and edit workspace billing information.
This gives teams access to a shared Rev account vs. requiring multiple usernames and passwords for each person. Additionally, all content stored in your account can be easily accessed by everyone on the team, depending on the permissions set. No more hold-ups waiting for someone to send you a file.
Add New Members
You can invite new users to your Rev account by visiting the Invite Users or Org Members Page. Click +Invite User(S).
Next, select workspace and the role that you would like your team member to have, then type their email address in the box and press Enter. Once you have pressed Enter, press the INVITE USERS button to send the invitation.
Once someone has been invited but has not yet accepted, they will appear under the Pending Invites section of the page. You can resend or revoke the invitation at any time by first selecting (...), then selecting resend or revoke.
Those who have accepted your invitation will appear under the Teammates section of the page. This is also where you can adjust user permissions. You'll also receive an email when someone accepts your invitation.
To display previously revoked users, check the Show revoked users box.