This guide walks you through how to invite team members and manage roles in the Revscale platform.
Accessing the Team Management Area
Log in to your Revscale portal
Navigate to the Manage Team tab
From here, you'll be able to:
Invite new team members
Update user roles (Admin, Member, Guest)
Inviting a New Team Member
Click Add Team Member in the top-right corner
Enter the team member's information
Select their role:
Admin - full access, including account and billing settings.
Member - day-to-day access to manage agents, leads, and conversations.
Guest - view-only access. Use this when someone on your team needs to see lead conversations, replies, and attachments (for example, to check what a customer sent) without needing to make changes or access account-level settings.
Click Invite
What happens next:
The invited user will receive an email
They must click the link in the email to join the workspace
This will prompt them to set up their account within the team dashboard
Reassigning Roles (Admin Access)
Go to the Manage Team tab
Locate the user you want to update
Click the three dots (⋯) next to the user.
Select Reassign Role
Choose the new role (e.g., Admin)
Click Confirm
The selected user will receive an email notification about their new role.
Important Notes on Admin Assignment
Only active users can be assigned as Admin
If a user is marked as pending, they will not be selectable
Make sure the user has:
Accepted the invite
Completed account setup via the welcome email
Tip: If you just need someone to be able to see customer conversations — without giving them a full working login — invite them as a Guest rather than a Member or Admin.
How to Rename Your Company Account
How to update the company name shown on your account, agent conversations, and billing — directly from the Account tab.
Your company name appears in your Revscale portal, on invoices, and in some agent-facing conversations. If your business has changed hands, merged, or you just need to update the name on file (for example, a franchise location renaming after an ownership change), you can update it yourself from the Account tab.
How to rename your company
Log in to your Revscale portal.
Go to the Account tab.
Click Company Information at the top and locate your current company name
Enter the new company name.
Click Save.
Your new company name will be reflected across your portal and future communications. It may take a few minutes to update in already-generated reports or invoices.
Best Practices
Always confirm new users have activated their accounts before assigning roles
Limit Admin access to trusted team members
Regularly review team roles to ensure proper access control