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Managing Your Team

The Team page in the admin panel is where you add users, assign roles, and deactivate accounts.

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Inviting a new user

  1. Go to the Team page in the admin panel.
  2. Click Invite user.
  3. Enter their name, email address, and role.
  4. Click Send invite.
BoothRev sends them an invitation email. When they click the link, they’re prompted to sign in for the first time. Their account is active from that point. Users can’t create their own accounts. They can only sign in if you’ve invited them.

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Choosing a role

When you invite a user, you assign them a role. Here’s a quick guide:
RoleFor
RepBooth sales reps who capture leads using the mobile app
Event OwnerEvent managers who set up events and manage the web inbox
Field Marketing ManagerMarketing managers who oversee multiple events and track programme performance
See Roles and access for a full breakdown of what each role can do. You cannot assign the Admin role. That’s managed by BoothRev directly.

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Changing a user’s role

  1. Find the user on the Team page.
  2. Click their row to open their details.
  3. Select a new role from the dropdown.
  4. Save.
The change takes effect immediately. The user will see the updated access the next time they sign in.

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Deactivating a user

When someone leaves your organisation or no longer needs access:
  1. Find the user on the Team page.
  2. Click Deactivate.
  3. Confirm.
Deactivated users can’t sign in. Their past activity and captured leads remain in the system. You can reactivate them at any time. You cannot deactivate your own account. Contact BoothRev support to transfer admin access.

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If you’re the only team member

When you first set up BoothRev, you’ll see a banner reminding you to invite your team. The product works best when reps are using the mobile app and event owners are managing the inbox. Invite your reps and event owners before the first event.