Inviting your team and setting roles
Revenue Proven supports multi-user workspaces. Invite colleagues by email so they can view dashboards, run reports, and collaborate without sharing your login credentials.
You can share your Revenue Proven workspace with colleagues so the whole marketing or revenue operations team can access attribution data without needing separate accounts for each integration.
How to invite a team member
Go to Settings and open the Team section. Enter your colleague's work email address and click Send Invite. They will receive an email invitation. If they do not already have a Revenue Proven account, the invite link will prompt them to create one first. Once they accept, they join your workspace as a viewer.
- Team members can view all dashboard pages including Company Insights, Campaign Analytics, and reports.
- Team members cannot connect or disconnect integrations; only the workspace owner can do that.
- Team members cannot change billing settings or invite additional members.
- You can revoke access at any time from the Team settings page.
- The number of seats available depends on your plan tier.
Typical team configurations
Most teams invite the paid media manager who runs LinkedIn campaigns, the demand generation manager who owns the attribution story, and one or two sales or revenue operations colleagues who need visibility into influenced pipeline. Sharing the workspace means everyone works from the same data without needing to export and send spreadsheets.
Next steps
After inviting your team, consider setting up a scheduled email report so key metrics land in everyone's inbox automatically each week.