Inviting Team Members

How to invite new team members and manage invitations in RevvedUp.

Add new team members to your RevvedUp account with secure email invitations. Assign roles, track pending invites, and manage your growing team.

Who Can Invite

Only Account Owners and Admins can invite new team members. Members cannot send invitations.

How to Invite New Team Members

1. Navigate to Team Settings

1. Navigate to Settings in the left sidebar

2. Click Team under ORGANIZATION SETTINGS

3. Click the Invite Team Member button

2. Enter Invitation Details

• Full Name: The person's complete name

• Email: Their email address (must be unique to your account)

• Role: Choose Admin or Member

  • Admin: Can manage team, campaigns, and settings

  • Member: Can create and manage their own campaigns

3. Send the Invitation

• Review the information

• Click "Send Invitation"

• The recipient receives an email with a secure link

Managing Invitations

View Pending Invitations

In the Team section, you'll see all pending invitations with:

• Recipient name and email

• Assigned role

• Date sent

• Status

Available Actions

Click the three-dot menu icon next to any pending invitation to access these actions:

Edit

• Change role assignment before acceptance

• Update recipient name if needed

• Save changes to update

Resend Invite

• Use when the email wasn't received

• Original link remains valid

• Sends a fresh invitation email

Copy Invite Link

• Copies the invitation URL to your clipboard

• Useful for sharing the link through other channels (Slack, text, etc.)

• Link remains valid until the invitation is canceled

Cancel Invitation

To cancel an invitation, click Edit from the dropdown menu, then click Cancel Invite at the bottom of the edit form.

Automatic Reminder Emails

RevvedUp automatically helps ensure your invitations don't get forgotten:

• Automatic Reminders: Pending invitations automatically receive reminder emails every 2 days

• No Action Required: The system handles this automatically—no need to manually resend

• Stop Reminders: Cancel the invitation to stop automatic reminders

This ensures invitees don't miss their invitation while keeping your inbox clear.

For Recipients

New to RevvedUp

1. Click the invitation link in your email

2. Create your account with:

   • Password (minimum 6 characters)

   • Profile information

3. You'll automatically join the team with your assigned role

Existing RevvedUp Users

1. Click the invitation link

2. Log in with your existing credentials

3. Accept the invitation to join the new team

Quick Troubleshooting

Invitation Not Received

• Check spam/junk folders

• Verify the email address is correct

• Resend the invitation

• Try an alternative email address

Can't Accept Invitation

• Link may have expired - request a new one

• Email already in use - log in with existing account

• Browser issues - try clearing cache or different browser

Common Issues

• "Email already exists": The email is already associated with a RevvedUp account. User should log in instead of creating new account.

• "Invalid invitation": The invitation was canceled or expired. Send a new one.

• "Plan limit reached": Your account has reached its team member limit. Upgrade or remove inactive users.

Best Practices

• Double-check email addresses before sending

• Assign the appropriate role from the start

• Cancel invitations that are no longer needed (this stops automatic reminders)

• Onboard new members with clear expectations about their role

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Note: Team members can only access RevvedUp after accepting their invitation. Until then, they won't appear in your active team roster.