Team Management

The Team Management page gives you complete control over who can access your course’s dashboard. You can add your pro shop staff, managers, or accounting team to the portal, ensuring everyone has the tools they need to monitor operations.

Understanding Account Access By Default

When you first open your account, you will notice a few team members are already listed:

👥 Support Access: By default, the CourseRev Support Team and your dedicated Account Manager maintain administrative access to your profile. This allows us to safely log in, help you build your settings, configure your AI, and troubleshoot issues alongside you.

How to Invite a New Team Member

Adding a staff member to your dashboard is simple and secure. Follow these steps:

1. Navigate to Settings > Team Management.

2. Review your current staff list on the screen. To add someone new, click the Invite Member button.

3. A pop-over window will appear. Fill in the required details:

   • Full Name: The first and last name of your staff member.

   • Email Address: The professional email address they will use to log in.

   • Select Role: Assign an appropriate user role (e.g., Admin, Manager, or Pro Shop Staff) to control their level of access.

4. Click Send Invitation.

What happens next?

The system automatically triggers an automated invitation email to the address you provided.

The recipient simply needs to open the email, click the secure activation link, and follow the setup steps to create their private password. Once completed, they will have instant access to your CourseRev Dashboard.