Team Management

Manage your agency’s team from Settings → Team.

Inviting Members

1. Click Invite Member
2. Enter their email address
3. Select a role (Admin or Member)
4. Click Send Invite

The invitee receives an email with a link to join your agency. If they don’t have a Rev Forge account, they’ll create one during the process.

Managing Roles

To change a team member’s role:

1. Find them in the team list
2. Click the role dropdown
3. Select the new role

Role changes take effect immediately.

Team Hierarchy

Organize your team with reporting lines:

• Set a team member’s manager in their profile
• View the org chart in Settings → Team → Hierarchy
• Managers can see activity for their direct reports in dashboards

Removing Members

1. Find the member in the team list
2. Click Remove
3. Confirm the removal

Removing a member:

• Revokes their access immediately
• Reassigns their open tasks (you’ll be prompted to choose a new assignee)
• Preserves their historical activity data

Tips

• Invite team members before adding client access — the invitation flow is smoother
• Use the hierarchy view to ensure no one is missing a manager assignment
• Deactivated members can be re-invited if they return