User Roles Explained

Reveo uses role-based permissions to control what each team member can see and do. This guide covers all six roles, their capabilities, and which role to assign to whom.

Roles at a Glance

| Role | Best For | Can See All Locations | Home Screen | | Super Admin | Platform owner, multi-business operator | Yes | Owner/Admin view | | Owner | Business owner | Yes | Owner/Admin view | | Admin | Office manager, ops lead | Yes | Owner/Admin view | | Manager | Location manager, team lead | No (assigned locations only) | Manager view | | Team Member | Front desk, CSR, office staff | No (assigned location only) | Team Member view | | Field Tech | Technician, service provider, driver | No (assigned location only) | Field Tech view |

Super Admin

The highest-level role. Super Admins have full access to everything across all businesses and locations on the account.

Who should have this role: The account holder or platform administrator. Typically one person per organization.

What They Can Do

• Everything an Owner can do, across all businesses on the account
• Switch between businesses and locations freely
• View aggregated “All Locations” data
• Access all reports, campaigns, and team data

Home Screen

Shows the Owner/Admin view with business-wide KPIs, escalation alerts, and the full action queue with Escalate and Delegate buttons.

Owner

Full access within their assigned business. Owners see the big picture and handle escalations.

Who should have this role: The business owner or primary decision-maker for a business.

What They Can Do

• View all locations and switch between them
• See “All Locations” aggregated metrics
• Respond to all reviews and messages
• Escalate and delegate action items to team members
• Access Team Leaderboard, Campaign Status, and Weekly Reports
• View all reports with “All Locations” filtering

Home Screen

The Owner/Admin view includes:

• Metrics strip: Avg. Rating, Total Reviews, Unanswered Reviews, Unread Messages
• Escalation banner when urgent items need attention
• Locations Overview (coming soon) — per-location performance at a glance
• Team Overview (coming soon) — team activity and assignments
• Full action queue with Escalate and Delegate buttons on urgent/important items

Reports Access

| Report | Access Level | | Team Leaderboard | All locations, all users | | Campaign Status | All campaigns, all locations | | Weekly Report | Business-wide or per-location |

Admin

Same capabilities as Owner within their assigned business. The Admin role is for people who need full operational access but aren’t the business owner.

Who should have this role: Office manager, operations lead, or anyone who manages the day-to-day across locations.

What They Can Do

• Everything an Owner can do within their assigned business
• View all locations and switch between them
• See “All Locations” aggregated metrics
• Escalate and delegate items
• Access all reports

Home Screen

Same Owner/Admin view as the Owner role.

Manager

Location-level leadership. Managers see their assigned locations and can manage their team’s work.

Who should have this role: Location manager, shift lead, or team lead responsible for a specific location or set of locations.

What They Can Do

• View and switch between their assigned locations
• Respond to reviews and messages at their locations
• Assign action items to team members
• Escalate urgent items to Owners/Admins
• Access Team Leaderboard, Campaign Status, and Weekly Reports (filtered to their locations)

What They Can’t Do

• See “All Locations” aggregated data
• See locations they aren’t assigned to
• Delegate items (Owner/Admin only)

Home Screen

The Manager view includes:

• Metrics strip: Avg. Rating, Sent Invitations, Unanswered Reviews, Unread Messages
• Team Performance section (coming soon) — how the team is performing at their location
• Full action queue with Assign button on all cards and Escalate on urgent items

Reports Access

| Report | Access Level | | Team Leaderboard | Assigned locations, all users at those locations | | Campaign Status | Campaigns at assigned locations | | Weekly Report | Assigned locations only |

Team Member

The standard frontline role for staff who handle customer interactions — responding to reviews, managing messages, and sending review requests.

Who should have this role: Front desk staff, customer service reps, office coordinators, or anyone handling customer communication.

What They Can Do

• Respond to reviews and messages at their assigned location
• Send review requests via SMS
• Use AI Draft to generate review responses
• View their personal metrics (sent invitations, reviews, etc.)
• Switch between assigned locations (if they have more than one)

What They Can’t Do

• See “All Locations” aggregated data
• Assign, escalate, or delegate items
• Access Campaign Status or Weekly Reports
• See operational domains (SEO, compliance, reputation trends)

Home Screen

The Team Member view includes:

• Metrics strip: Avg. Rating, Sent Invitations, Unread Messages, New Reviews
• Inbox shortcut when unread messages are waiting
• Action queue filtered to customer-facing domains: reviews, messages, leads, surveys, outreach, and campaigns

Action Queue Domains

Team Members see actions related to:

• Reviews (respond, AI draft)
• Messages (reply)
• Leads (follow up)
• Surveys (review results)
• Outreach (scheduled calls)
• Campaigns (status updates)

They do not see: reputation trends, SEO alerts, compliance items, or team management actions.

Field Tech

A simplified, focused experience designed for technicians and service providers who work in the field. The Field Tech view prioritizes sending review requests and tracking personal performance.

Who should have this role: Service technicians, installers, drivers, field reps — anyone whose primary job is completing jobs and collecting reviews on-site.

What They Can Do

• Send review requests via SMS
• Show QR codes for in-person review requests
• Respond to reviews and messages at their assigned location
• View their leaderboard rank and personal stats
• View the Team Leaderboard

What They Can’t Do

• Switch locations or businesses (locked to their assigned location)
• Use AI Draft for review responses
• See campaign, SEO, compliance, or reputation actions
• Access Campaign Status or Weekly Reports
• Assign, escalate, or delegate items

Home Screen

The Field Tech view is the most streamlined:

• Metrics strip: Requests Sent, Reviews Earned, Avg. Rating (3 metrics, focused on personal output)
• Quick action buttons: Send Request and Show QR Code — prominent at the top
• Leaderboard nudge — shows current rank, requests sent this week, and a motivational message. If the tech hasn’t sent any requests yet, shows “Join the leaderboard!” with a prompt to send their first request.
• Today’s Appointments (coming soon) — daily schedule
• Action queue filtered to reviews and messages only, with simplified buttons (no AI Draft)

Why Field Tech is Different

The Field Tech Home is designed for speed and focus. Techs are usually between jobs and need to:

1. Send a review request to the customer they just served
2. Check if any reviews need a quick reply
3. See how they’re doing compared to the team

Everything else is stripped away so the most important actions are front and center.

Permission Comparison Table

| Capability | Super Admin | Owner | Admin | Manager | Team Member | Field Tech | | See All Locations | Yes | Yes | Yes | No | No | No | | Switch Business/Location | Yes | Yes | Yes | Yes | Yes* | No | | Respond to Reviews | Yes | Yes | Yes | Yes | Yes | Yes | | Use AI Draft | Yes | Yes | Yes | Yes | Yes | No | | Send Review Requests | Yes | Yes | Yes | Yes | Yes | Yes | | Show QR Code | Yes | Yes | Yes | Yes | Yes | Yes | | Escalate Items | Yes | Yes | Yes | Yes | No | No | | Delegate Items | Yes | Yes | Yes | No | No | No | | Assign Items | No | No | No | Yes | No | No | | Team Leaderboard | Yes | Yes | Yes | Yes | No | Yes | | Campaign Status | Yes | Yes | Yes | Yes | No | No | | Weekly Report | Yes | Yes | Yes | Yes | No | No | | Leaderboard Nudge on Home | No | No | No | No | No | Yes | | Quick Send/QR Buttons on Home | No | No | No | No | No | Yes |

*Location switcher only appears if the user has more than one assigned location.

How Roles Are Assigned

Roles are assigned by an Owner or Admin in the Reveo desktop app:

• Go to Settings > Team Members
• Click Add Member or select an existing member
• Choose their role from the dropdown
• Assign them to one or more locations
• Save

Role changes take effect the next time the team member opens the app.

Choosing the Right Role

Ask these questions:

Do they manage the business or multiple locations? - Yes → Owner or Admin

Do they manage a team at a specific location? - Yes → Manager

Do they work in the field completing jobs? - Yes → Field Tech

Do they handle customer communication from the office? - Yes → Team Member

When in doubt, start with Team Member — it provides solid access to customer-facing features without exposing operational tools. You can always upgrade to Manager later.

Troubleshooting

“I can’t see All Locations” - Only Owner, Admin, and Super Admin roles can see aggregated “All Locations” data. If you need this access, ask your admin to update your role.

“I can’t switch locations” - Field Techs are locked to their assigned location. Other roles see the switcher only if they have multiple locations assigned.

“I don’t see Campaign Status or Weekly Reports” - These are available to Manager roles and above. Team Members and Field Techs don’t have access to these reports.

“My Home screen looks different from my coworker’s” - Each role has a different Home screen layout. See the sections above for what each role sees.

Next Steps

• Managing Your Team → — use the leaderboard and performance tools
• Setting Up Campaigns → — configure review request campaigns
• Connecting Google and Facebook → — link your review platforms

Last updated: June 2026 · Reveo Help