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Your team is only as useful as the reps on it. When a new hire joins, a rep switches territories, or you’re setting up a team for the first time, you need to add them to the right team so distribution rules can assign meetings to them. There are two ways to do this: add an existing RevenueHero user from the team detail page, or invite a brand new user and assign them to a team in one step.
BEFORE YOU BEGIN
  1. You need Admin permissions in RevenueHero to add members
  2. New users must be invited to RevenueHero first, unless you use the invite flow below which handles both steps at once
  3. Each rep should connect their calendar after being added. Without a connected calendar, they won’t receive any bookings.

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Two ways to add members

MethodWhen to use
Invite Member from the team detail pageThe rep already has a RevenueHero account. You’re adding them to this specific team.
Invite icon from the top navigation barThe rep is brand new. You want to invite them to RevenueHero and assign them to a team in one step.

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Add an existing user to a team

Use this when the rep already has a RevenueHero account but isn’t on this team yet.

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Step 1: Open the team

Click Teams in the left sidebar, then click the team you want to add members to.

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Step 2: Click Invite Member

Click Invite Member in the top-right corner. A modal opens with a dropdown listing all RevenueHero users who aren’t already on this team.

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Step 3: Select members and add

Search or scroll to find the rep, then select them from the dropdown. You can add multiple members at once. Each selected member appears below the dropdown with a Remove link if you change your mind. Click Add Members to confirm.
Check the Integrations column after adding. If a rep’s row shows no calendar icons, they haven’t connected their calendar yet. Reach out and have them go to Settings > My Integrations to connect. Until they do, they won’t appear as available in the scheduler and won’t receive any round-robin bookings. If your team uses Microsoft 365, the rep may need their IT admin to approve the calendar integration before they can connect.

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Invite a new user and add them to a team

Use this when the rep doesn’t have a RevenueHero account yet. This sends them an invite email and assigns them to a team in one step.

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Step 1: Click the invite icon

Click the person-plus icon in the top-right corner of any RevenueHero page (next to the help and profile icons).

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Step 2: Fill in the invite details

In the Invite Users modal:
  • Email: Enter the rep’s work email address. You can add multiple emails to invite several reps at once.
  • Role: Choose the account-level role (User or Admin).
  • Add to team (Optional): Select one or more teams to assign the rep to immediately.
Click Send Invite. The rep receives an email to set up their account. Once they accept and connect their calendar, they’ll start appearing as available for round-robin.
Double-check the email address before sending. The invite email must match the rep’s calendar email exactly. If your company uses Okta or Microsoft SSO, verify the SSO email domain matches their inbox domain (e.g., if Okta uses @company.com but Outlook uses @mail.company.com, the rep won’t be able to connect their calendar). A typo or wrong domain creates a ghost account that occupies a license but never gets activated. Delete the incorrect user from Settings > Users and re-invite with the correct email.

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After adding members

Adding a rep to a team doesn’t automatically mean they’ll receive meetings. What happens next depends on how your distribution rules are configured:
  • All members: If the distribution rule assigns to all members of the team, the new rep is automatically included in the round-robin queue. No additional setup needed.
  • Selected members: If the distribution rule only routes to selected members, the new rep won’t get meetings until you edit the rule and select them. Go to the distribution rule, expand Assign Meetings, and check the new rep’s name.
  • Weighted distribution: If members have custom weights, the new rep is added with equal weight by default. Adjust their weight in the distribution rule if needed.
If you have New Member Calibration enabled in Settings > Distribution, new reps get priority in the round-robin queue to catch up with teammates who already have meetings booked. This prevents them from sitting idle while the queue cycles through everyone else.

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Member roles

Each team member has a role that controls what they can do within the team:
RoleCan receive meetingsCan edit availabilityCan manage members
MemberYesNoNo
AdminYesYesYes (full team control)
To change a member’s role, hover over their row in the members list and click the edit icon.
Your new reps are on the team. Make sure they connect their calendar, then check your distribution rules to confirm they’ll receive meetings. 🎉🎉🎉

Create a Team

Set up a new team from scratch with members and availability.

Remove Members from a Team

Safely remove reps with distribution rule reassignment.

Create a Distribution Rule

Control how meetings get assigned to team members.

My Integrations

Connect your calendar and video conferencing tool.