Team

Rotor makes it easy to add team members and control what they can see and do in the system. This guide walks you through how to invite users, assign roles, and manage notifications.

Written By Jeffrey Rose

Last updated About 2 months ago

Understand Roles and Permissions

Rotor currently supports two primary roles:

Admin

  • Full visibility into all leads and all customers.

  • Access to all settings.

  • Can see all pins and leads on the map.

Member

  • Limited access, ideal for technicians or sales reps.

  • Can only see:

    • Leads assigned to them or created by them

    • Their own pins and leads on the map

  • Can see company customers, but only full details for customers they personally sign up.

Role functionality is actively being expanded, with more customizable roles coming in the future.

Step 1: Access Team Settings

  1. Log in to Rotor on the desktop or web app.

    Team management is not available on mobile, but once added, team members can use both web and mobile apps.

  2. Go to Settings → Team.

  3. Review your available team seats.

    • The number of seats depends on your current plan.

    • Seat counts may vary based on your onboarding agreement, and additional seats can be added as your team grows.

Step 2: Invite a Team Member

  1. Enter the team member’s email address.

  2. Assign a role:

    • Admin

    • Member

  3. Send the invitation.

The user will receive an email invite (sometimes in the promotions folder). Once accepted, they’ll create a password and can log in on both web and mobile.

Step 3: Enable Notifications

To receive notifications (such as new leads from Meta):

  1. Click the avatar in the top-right corner.

  2. Go to Profile.

  3. Add a phone number.

  4. Enable Account Activity Notifications via SMS.

This applies to both admins and members.

Step 4: Manage Passwords

  • Users can update their password directly from their profile.

  • If a password is forgotten, go to the Rotor login page and use Forgot Password to reset it.

Tips for Managing Your Team

  • Assign Admin roles only to users who need full system access.

  • Use Member roles for technicians and sales reps to keep data secure.

  • Make sure team members add a phone number if they need real-time notifications.

  • Review seat usage as your team grows to ensure everyone has access.

Congratulations! Your team members are now set up and ready to work in Rotor.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.