⚙️Team & settings

Settings is where you manage your team members, roles, notifications, and other account preferences. This page gives an overview of what you’ll typically find; exact options depend on your plan and permissions. You may need admin or settings permission to see or change some items.


How to open Settings

In the left sidebar, click Settings. You may see a sub-menu (e.g. General, Team, Email identity, Notifications). Click the area you want to change.


Team (members and roles)

What it’s for

  • Invite teammates — Add people by email so they can log in and use OnRaven (Inbox, Bots, etc.).

  • Roles — Assign a role to each member (e.g. Admin, Agent, Viewer). Roles control what they can do (e.g. view only vs edit bots vs manage billing and team).

  • Remove members — Deactivate or remove someone’s access when they leave the team.

Typical flow to add a member

  1. Go to SettingsTeam (or Members).

  2. Click Add member (or Invite).

  3. Enter their email address and choose a role.

  4. Send the invite. They receive an email with a link to set their password (or log in) and join the account.

Roles

OnRaven has four roles. Each role controls what a team member can see and do:

Role
What they can do

Super Admin

Everything. Full access to all features including billing, team management, integrations, bots, campaigns, AI assistant, MCP tools, and settings. Can invite and remove any member.

Admin

Almost everything. Manage team members, bots, campaigns, integrations, settings, AI assistant, and analytics. Cannot perform account-level destructive actions.

Marketer

Inbox (view and reply), Broadcasts (create and send), Campaigns (view and manage), Analytics, AI Assistant, Integrations, and limited Settings. Cannot manage team members or billing.

Agent

Inbox (view and reply), Broadcasts (view), Marketplace (view), and limited Settings. Focused on handling conversations. Cannot edit bots, manage campaigns, or access billing.

What each role can access

Feature
Super Admin
Admin
Marketer
Agent

Inbox (view and reply)

Yes

Yes

Yes

Yes

Bots (create and edit)

Yes

Yes

No

No

Campaigns (manage)

Yes

Yes

Yes

No

Broadcasts (send)

Yes

Yes

Yes

View only

Analytics

Yes

Yes

Yes

No

Contacts

Yes

Yes

Yes

View only

AI Assistant

Yes

Yes

Yes

No

MCP Tools

Yes

Yes

No

No

Integrations

Yes

Yes

Yes

No

Team management

Yes

Yes

No

No

Billing and plans

Yes

No

No

No

Settings (full)

Yes

Yes

Limited

Limited

Activity Logs

Yes

Yes

No

No

Marketplace

Yes

Yes

Yes

View only

Limited Settings means the member can change their own profile, theme, and notification preferences, but cannot change workspace settings, email identity, or team configuration.


Notifications

  • In-app — Whether you see notifications inside the app (e.g. when a new conversation or message arrives).

  • Email — Whether you receive email notifications (e.g. new message, assignment). You may be able to choose frequency (e.g. immediately, daily digest) or turn them off.

  • Browser / push — If the app supports browser push, you can enable or disable it so you get alerts even when the tab is in the background.

  • Mobile push notifications — If you've installed the mobile app, you can receive push notifications on your phone when new messages arrive. Go to MorePreferencesPush Notifications and toggle it on.

Use these so you don't miss important conversations while avoiding notification overload.


Email identity (sending email from your domain)

If your account can send email (e.g. for Email channel or for notifications from your own domain):

  • SettingsEmail identity (or similar) lets you:

    • Add a domain — Enter your domain (e.g. example.com) so we can send from addresses like [email protected].

    • Verify the domain — The app will show DNS records (e.g. TXT, CNAME) to add in your DNS provider. After you add them and the app verifies, the domain is "verified" and you can use it for sending.

    • Default from address and name — Set the default "From" email and display name (e.g. "Your Company Name [email protected]envelope").

    • Shared domain — Some setups offer a shared sending domain (e.g. @mail.onraven.com) so you can send without verifying your own domain; deliverability may differ.

If you’re connecting the Email channel in Integrations/Campaigns, you may need to complete email identity setup first. See the in-app instructions or Connect a channel.


Other settings

Depending on your plan and permissions, you might also see:

  • Profile — Your name, email, or avatar. Some apps keep this under a profile menu (e.g. your name in the sidebar) instead of Settings.

  • Theme — Light/dark mode toggle (if the app supports it).

  • Language — Interface language (if supported).

  • Security — Password change, two-factor authentication (if enabled by your admin).

  • API or integrations — API keys or webhook URLs for external systems. Usually for advanced users or admins.


Inviting members on mobile

You can invite team members directly from your phone:

  1. Open the OnRaven mobile app.

  2. Tap the More tab at the bottom.

  3. Under Team, tap Invite Member.

  4. Enter their email (required), name (optional), and select a role (Agent, Marketer, or Admin).

  5. Tap Send Invitation.

They'll receive an email with a link to join. For the full mobile app guide, see Install the mobile app.


Permissions in practice

  • Agent — You can use the Inbox, reply to conversations, and view some areas (Broadcasts, Marketplace). You cannot edit bots, manage campaigns, or access billing.

  • Marketer — You can do everything an Agent can, plus create broadcasts, manage campaigns, view analytics, and use the AI Assistant and Integrations.

  • Admin — You can do everything a Marketer can, plus manage team members, edit bots, access activity logs, and configure settings. You cannot manage billing.

  • Super Admin — Full access to everything, including billing and account-level settings.

If you don't see an option you expect, your role may not have permission. Ask your account admin to change your role or to make the change for you. For managing billing (plan, payment method, invoices), see Billing & subscription.

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