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How to invite your team

There are two ways to get to the invite flow:

  1. Click Invite Users in the bottom-left corner of the sidebar.
  2. Or go to Settings → Team and invite from there.

Enter one or more email addresses (one per line), choose a role, and click Send Invites. Your teammates will receive a sign-in link to join your organization.

💡 Who should you invite? Revealed is most useful for reps actively selling into healthcare accounts — whether they're opening new doors (hunters) or growing existing ones (farmers). If someone on your team owns accounts, invite them.

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Roles

Role What they can do
Member View accounts, signals, and people
Admin Everything a Member can do, plus manage team members and settings

Most reps should be invited as Members. Give the Admin role to sales managers or ops leads who need to manage the team or configure settings.

💡 You can update someone's role at any time from Settings → Team.

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🏠 Help Center Home · Getting Started · Inviting Your Team · Managing Your Accounts · Account and People Insights · Pricing