User Roles & Permissions

Understanding the three roles in RevvedUp and what each can do.

RevvedUp uses three roles to control access. Each role has specific permissions designed for different team management responsibilities.

The Three Roles

Account Owner

• One per account

• Cannot be removed

• Full control plus billing

Admin

• Manages team and settings

• Access to all campaigns

• No billing access

Member

• Creates own campaigns

• Uses team resources

• No management access

Permission Matrix

Feature	Owner	Admin	Member
Billing
View/change billing	✅	❌	❌
Change plan	✅	❌	❌
Team Management
Invite users	✅	✅	❌
Remove Admins/Members	✅	✅	❌
Change roles*	✅	✅	❌
Campaigns
Create campaigns	✅	✅	✅
Edit all campaigns	✅	✅	❌
Edit own campaigns	✅	✅	✅
Settings
Account settings	✅	✅	❌
Integrations	✅	✅	❌
View branding	✅	✅	✅
Edit branding	✅	✅	❌

*Admins can only promote Members to Admin

Key Capabilities by Role

Owner Only

• Billing management

• Plan changes

• Account deletion

• Ownership transfer

Admin Can

• Invite team members

• Remove team members

• Access all campaigns

• Configure integrations

• Manage Playbook settings (Example: Seller Profiles, Personas, ICPs)

Member Can

• Create campaigns

• Import contacts

• Build pages

• Use templates

• View own analytics

Changing Roles

1. Navigate to Settings in the left sidebar

2. Click Organization under ORGANIZATION SETTINGS

3. Click Edit next to the team member

4. Select the new role

5. Click Update Account User

Changes apply immediately.

Choosing the Right Role

Give Admin access for:

• Team management needs

• Cross-campaign visibility

• Integration setup

• Settings configuration

Keep as Member for:

• Individual contributors

• Campaign creators

• Sales reps

• Marketing coordinators

Best Practices

• Default to Member role

• Promote when needed

• Keep 2-3 Admins

• Review quarterly

---

Security tip: Start with minimal access. You can always promote later.

---

Related Pages

• Inviting Team Members - How to add new users to your account

• Managing Team Members - Edit, remove, and organize your team

• Account Settings - Configure account-level settings