Workspace Settings

Manage integrations, access controls, compliance, and automation safeguards across the Revno suite.

TR JM BT

Platform Controls

Configure the global safeguards and user-facing experiences inside the Revno workspace.

After-hours concierge
AI assisted replies
Smart deposit requests
Compliance mode

Integrations

Keep every system synced. Health checks run continuously and alert the Revno team automatically.

Calendar Sync
Google Workspace → Closer Pods
Connected
Payment Deposits
Stripe • Deposits + auto-refunds
Action needed
Ad Platform Attribution
Meta + Google Ads
Connected
Slack Notifications
Pipeline alerts • win/loss digest
Connected

Roles & Access

Granular permissions by pod. Audit trails keep leadership confident in who can act and where.

Closer Pod Full pipeline edit • proposal tools • call recordings
SDR Pod Inbox, automation triggers, calendar access
QA & Enablement Call library, coaching notes, automation sandbox
Executive View Read-only dashboards, financials, audit logs

Audit Log

Every change recorded with user, timestamp, and impact summary.

09:24 Jess updated follow-up script template `objection-sweeper`.
08:51 Brian toggled automation branch “VIP fast track” → active.
07:33 Stripe integration flagged deposit mismatch on Beacon Legal.
Yesterday Omar exported QA summary to Executive View role.