Inviting your team and setting roles
Invite property managers, staff or an accountant, give each a role, and limit which properties they can see.
When someone else helps you run your rentals.
Settings → Team.
Invite someone
Choose Invite someone, enter their email and pick a role. They receive an email to create their sign-in. Pending invitations are listed until they are accepted.
Roles and permissions
A role decides what a person can view and change: properties and units, tenants, leases, rent and invoices, payments, documents, maintenance, billing and settings. Create your own role, starting from an existing one, when the built-in roles do not fit.
Limit properties
Under Properties they can see, pick the properties a person works on. Leave them all unchecked to give access to every property, now and in the future.
When someone leaves
Deactivate them. They can no longer sign in, and their past activity stays in the team history. You can reactivate them later.