Inviting Team Members to Your Workspace
Add colleagues to your RevenueProven workspace so your team can access attribution data.
Workspace Overview
A RevenueProven workspace is your team's shared environment. It contains your connected accounts, synced data, attribution views, and saved filters. Everyone in the workspace sees the same data — there's no per-user data siloing. Your subscription plan determines how many team members you can invite.
Inviting Members
Go to Settings → Team. Enter the email address of the colleague you want to invite and select their role: Admin (full access including connections and billing), Editor (can create and modify saved views), or Viewer (read-only access to dashboards and reports). Click "Send Invite." They'll receive an email with a link to join.
Role Permissions
Admins can manage connections, billing, team members, and all settings. Editors can create, edit, and delete saved views and configure their personal column preferences. Viewers can access all dashboards, export data, and use saved views but cannot modify any settings. The workspace creator is always an Admin.
Managing Your Team
From Settings → Team, you can see all current members, their roles, and their last active date. Admins can change roles, resend invitations, or remove team members at any time. Removing a member revokes their access immediately — they'll be logged out on their next page load.
Plan Limits
The Starter plan includes 3 team members. The Growth plan includes 10. Enterprise plans have unlimited seats. If you've reached your plan's limit, you'll see an upgrade prompt when trying to invite additional members. Contact us if you need custom seat arrangements.
How this fits the attribution workflow
Revenue Proven connects LinkedIn Ads engagement to CRM revenue at the company level, so B2B teams can prove which campaigns influenced real pipeline and closed-won deals. This part of the product supports that goal by keeping team workspaces accurate and easy to act on.
It pulls company-level engagement from the LinkedIn Ad Analytics API across five lookback windows (180, 90, 60, 30, and 7 days), matches those companies to HubSpot or Salesforce accounts by domain and name, and surfaces influenced pipeline and influenced revenue alongside a company-by-company journey timeline. Reviewing this regularly helps you spot which campaigns and accounts are driving measurable pipeline, and which are not yet converting engagement into opportunities.