How do roles and permissions work in Revenue Proven?
Revenue Proven has two workspace roles: owner, who controls all settings and connections, and viewer, who can explore data and reports but cannot modify account configuration.
Revenue Proven uses a simple two-role model within each workspace: owner and viewer. The distinction is important because the owner controls all the integrations and data flow that the whole team relies on.
Owner permissions
- Connect and disconnect LinkedIn Ads and CRM integrations
- Trigger manual syncs and configure sync schedules
- Manage billing and change subscription plans
- Invite and revoke team members
- Delete the account and all data
- Modify all workspace settings
Viewer permissions
- View all attribution dashboards and Company Insights
- Use Audience Explorer, Media Planning, and Ads Operations Suite (read)
- Export data to CSV
- View Scheduled Reports and Competitor Intel analyses
- Cannot change connections, billing, or settings
Admin role
There is also an internal admin role reserved for Revenue Proven staff. Admin users can access the internal operations dashboard at /admin but cannot see customer data in dashboards. This role is not assignable by workspace owners.