For admins & partners

Managing users & seats

Invite your team, assign roles and seats, and keep access tidy as people come and go. For admins.

Adding people

From Settings › Users & invites, you can invite a teammate by email or create their account directly with a temporary password (they'll set their own on first sign-in). Each user gets a role that controls what they can see and do: reps work their own book, managers see the team, and admins configure the workspace.

Seats

A seat is the unit of access on your plan: assigning a user uses a seat, and removing one frees it. When you need more, add seats from Settings › Subscription. Revari applies seat limits automatically, so you always know where you stand.

When someone leaves

Deactivate the user to end their access immediately. Their deals, quotes and history stay in the workspace, ready to reassign. You can delete pending invitations that were never accepted.

Approvals

Admins and managers also own the approvals queue: quotes priced below the floor wait there for a one-click approval or a conversation with the rep. Checking it daily keeps deals moving.

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