Dashboard guide

Organization & users

Manage your organization, invite teammates, and control access with roles.

Your organization is the top-level account that owns everything in Revenue Guard — payers, rules, orders, API keys, webhooks, and both environments. Members of the organization access it with roles that determine what they can do.

Organization setup

The Organization Setup page manages your organization’s profile, such as its name and logo. These settings apply across both environments.

Organization Setup
Organization Setup

Inviting and managing people

The User Management page lists members and pending invitations. Invite a teammate by email and assign them a role; they join once they accept the invitation.

User Management
User Management with members and pending invitations

Roles

Access is governed by roles. Each role grants a fixed set of permissions across resources (payers, policies, rules, orders, API keys, and webhooks):

RoleIntended forAccess
OwnerThe organization ownerFull access to every resource.
AdminAdministratorsFull access to every resource.
AnalystReviewers and analystsRead access, plus submitting and reading orders.
IntegratorEngineers wiring up the APIRead access, plus full management of API keys and webhooks.

When inviting or updating a member you can assign Admin, Analyst, or Integrator. Ownership is transferred as a separate, deliberate action rather than assigned like a routine role.

Roles map to concrete permissions such as rule:activate, apiKey:create, and webhook:rotate_secret. If someone can’t perform an action, their role likely doesn’t include that permission — an Analyst, for example, can read rules but not activate them.