Team settings
Last updated
Last updated
Managing your team settings in Revo is quick and intuitive. Follow these steps to access and customize your team settings:
How to access Team Settings:
Click on your team title located at the top of the left sidebar.
From the dropdown menu, select Team Settings.
What you can do in Team Settings: Once on the Team Settings page, you’ll find a range of options to manage and personalize your workspace:
Rename, Leave, or : Keep your team structure up to date.
: Enhance task efficiency by guiding your agents.
Customize and : Tailor your workspace to match your team’s processes.
: Connect Revo.pm with external tools to streamline your workflow.
: Add, remove, or adjust roles for team members.
s: Update payment methods and view past invoices.
Profile and Password Settings: Modify your profile information or update your password.
Company Information: Add or update your company details to give Revo.pm more context about your business.
These settings ensure that your workspace is organized, efficient, and aligned with your team’s needs.
