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.
| 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 |
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.
Shows the Owner/Admin view with business-wide KPIs, escalation alerts, and the full action queue with Escalate and Delegate buttons.
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.
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
| Report | Access Level |
|---|---|
| Team Leaderboard | All locations, all users |
| Campaign Status | All campaigns, all locations |
| Weekly Report | Business-wide or per-location |
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.
Same Owner/Admin view as the Owner role.
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.
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
| Report | Access Level |
|---|---|
| Team Leaderboard | Assigned locations, all users at those locations |
| Campaign Status | Campaigns at assigned locations |
| Weekly Report | Assigned locations only |
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.
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
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.
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.
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)
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.
| 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.
Roles are assigned by an Owner or Admin in the Reveo desktop app:
Role changes take effect the next time the team member opens the app.
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.
"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.