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Revenue Sol is built for the whole crew, not just the owner. Inviting your team means calls, texts, leads, and jobs are no longer trapped in one person’s phone. Dispatchers, techs, and office staff each get their own login, and you control exactly what each person can see and do.

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Invite a teammate

You add team members from your workspace settings. Each invite goes out by email, and the person sets their own password when they accept.
1

Open your team settings

Go to the settings area of your workspace and find the team or members section.
2

Add a new member

Enter the teammate’s name and work email, then choose the role that fits what they should be able to do.
3

Send the invite

The teammate receives an email invitation. When they accept, they create a password and land directly in your shared workspace.
Invite people with the email address they actually check. Job notifications, reminders, and inbox alerts are tied to their account, so an active inbox keeps your field team responsive.

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Roles and permissions

Every teammate is assigned a role, and the role decides what they can access. This keeps sensitive areas, such as billing, payments, and integrations, limited to the people who need them, while still giving field and office staff everything they need to do their jobs. At a high level, roles separate the people who run the business from the people who run the day-to-day work:
  • Owners and admins manage the whole workspace, including billing, plan changes, integrations, and team membership.
  • Staff and field roles focus on contacts, leads, the inbox, jobs, scheduling, and customer communication, without access to account-level settings.
Set permissions to the lowest level a person needs to do their job. You can always raise access later, and it keeps your customer data and payment settings protected.
For the full breakdown of each role and the permissions it includes, see the team and roles reference.

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Shared inbox and assignments

Once your team is in, the unified inbox becomes a shared workspace. Calls, SMS, email, and web-form leads all land in one conversation view that everyone with access can see, so a message is never missed because one person was in the field. To keep things organized, you can assign conversations and work to specific people:
  • Assign a conversation to the right person so they own the reply and the customer gets one clear point of contact.
  • Assign leads and tasks as they come in, so follow-ups don’t fall through the cracks.
  • Assign jobs to techs from the dispatch board, so the field team knows who is going where.
Because the inbox is shared, anyone on the team can pick up a thread, see the full history, and respond. Your 24/7 AI receptionist and AI Employee keep replying after hours, so when your team logs in the next morning, the context is already there.
Removing a teammate immediately revokes their access to the shared inbox and customer data. Reassign their open conversations and active jobs first so nothing is left without an owner.

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Need help?

If you run into trouble with invites or roles, reach out to the Revenue Sol team at contact@infiniterankers.io. Revenue Sol is a product of Infinite Rankers LLC, and we’re happy to help you get your whole team set up.

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Next steps

Team & roles

See every role and exactly what each one can access.

Unified inbox

Manage calls, texts, email, and web leads in one shared view.

Dispatch board

Assign and schedule jobs for your field team.