Getting started
Invite your team and choose roles
Give colleagues, accountants and board members access with the right role.
ManagersUpdated
Members is for people who work on the organization: managers, accountants, maintenance staff and board members. Residents are added on their unit instead (see Add residents).
Invite someone
- Step 1: Open Members in the sidebar. Only owners and admins can invite.
- Step 2: Press Invite member, enter their Email and pick a Role (Manager by default).
- Step 3: Press Send invitation.
- Step 4: Tell the person to sign up or sign in with exactly that email address. After verifying it, they find the invitation under Home › Invitations and press Accept.
Pick the right role
| Role | Typical person | Can do |
|---|---|---|
| Owner | Founder of the organization | Everything, including managing other owners |
| Admin | Office lead | Settings, members, bank account and everything else |
| Manager | Property manager | Property, residents, billing, payments, maintenance, announcements, votes |
| Accountant | Bookkeeper | Billing periods, expenses, invoices, payments and reminders |
| Staff | Caretaker, technician | Maintenance requests, schedules and vendors |
| Board | Elected board member | Votes, meetings, documents and approving large expenses |
Change or remove access
- On the Team tab, owners and admins can change a member's role from the dropdown.
- Switch Active off to remove someone's access. There's no delete; deactivating keeps the history intact.
- You can't change your own role, and only an owner can change another owner.
- Pending invitations are listed on the Invitations tab, where you can revoke them.
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