Users & roles

Users & roles

The Users tab is where you manage your team — who has access, what they can do, and which properties they can manage.

You'll find it under Settings → Users.

 

The Users table — members with their role, property access, and status

The members list

Each team member appears as a row showing:

 

Column

Meaning

Name

The member's name.

Email

The email they sign in with.

Role

Their access level (see below).

Properties

How many of your properties they can access (e.g. 3 / 17).

Status

Whether the account is Active or inactive.

Created at

When the member was added.

 

Roles

A member's role determines what they can do:

        Super Admin — full control of the account, including billing and all settings.

        Admin — manage most settings and team members.

        Manager — day-to-day operations, with access limited to the properties assigned to them.

 

 

Exact capabilities can vary — assign the lowest role that lets someone do their job, and use property access to narrow it further.

 

Invite a team member

1.    Click Add Member (top-right).

2.    Enter their name and email, choose a role, and select which properties they can access.

3.    Save. They'll be able to sign in with the email you entered.

 

Edit or remove a member

        Click a member to edit their role or property access.

        Use the same screen to deactivate or remove someone who's left your team.

 

Find members

        Use the Search box to find someone by name.

        Use Filter to narrow the list by role, status, or property.

 

 

Tip: Use property access to keep things focused — a manager at one location only needs to see that property, not your whole portfolio.

 

        Client Profile — your organization's details

        Subscription & billing — manage your plan

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