Manage Users in Revenue.io Admin Console

Revenue.io Admins can easily manage which users have access to the platform and assign the appropriate settings.

1. On the left-hand menu panel, click User Management.

2. Click Users to add or modify end users.

3. Select the Add New button on the right to begin adding new users.

4. A list of users from your Salesforce org will appear.

5. Users who have not yet been added to your Revenue.io account will have a checkbox next to their name. Check the box for any users you want to add.

6. Click Next in the bottom right corner.

7. Choose which license or licenses you want to assign to the new user.

8. Use the Licenses picklist to assign one or more licenses.

9. To grant Administrator permissions, select Administrator from the dropdown.

10. Set the operational location. This can be left as Default if no changes are needed.

11. Click Next to finalize and add the selected users.

12. The users have now been added to Revenue.io. They will not receive an email invitation but can log in directly at https://app.revenue.io to get started.

13. To make changes to a user, click on their name to open their profile.

14. On the user profile page, you can edit user settings such as assigning a Role.

15. Roles help organize users into groups for scorecards and coaching feedback.

16. Licenses can be added or removed by toggling them on or off directly from the user’s profile.

17. Click Save to apply and keep any changes made.