User Management

Manage team members, roles, and permissions

Understanding User Roles

Role Access Level Common Use Cases
Admin Full system access Organization owner, executive
Property Manager Manage properties, tenants, maintenance Day-to-day operations staff
Maintenance Staff View/update assigned maintenance requests Maintenance technicians
Tenant View own lease, pay rent, submit requests Renters, residents
Owner View properties they own, financial reports Property investors
HOA Board Member Manage HOA features (votes, documents) HOA board members
HOA Member Participate in HOA (vote, view documents) Homeowners in HOA

Invite Team Members (Staff)

User Management
User management page showing team members and roles

Steps

  1. Go to "Users" in the sidebar (under the Rental Management section)
  2. Click "Invite User"
  3. Fill in the invitation form:
    • First Name & Last Name
    • Email: Work email address
    • Role: Select appropriate role (Admin, Property Manager, Maintenance Staff)
    • Phone Number: (optional)
  4. Click "Send Invitation"

What Happens Next:

  • ✅ User receives an invitation email
  • ✅ Email contains login instructions and temporary password
  • ✅ User can login immediately using their email and the temporary password
  • ✅ User should change password after first login

Best Practices:

  • Use Property Manager role for staff who need full property management access
  • Use Maintenance Staff role for technicians who only need maintenance access
  • Assign appropriate permissions based on job responsibilities

Invite Tenants

Note: Tenants are usually invited when assigning them to a unit. See Tenant Management for the recommended flow.

Manual Tenant Invitation

  1. Go to "Organization" → "Users"
  2. Click "Invite User"
  3. Select "Tenant" role
  4. Enter tenant details
  5. Click "Send Invitation"

Manage Existing Users

View All Users

  1. Go to "Organization" → "Users"
  2. View list of all users with roles

Edit User

  1. Click on a user's name
  2. Click "Edit"
  3. Update information (name, email, phone, role)
  4. Click "Save Changes"

Deactivate User

  1. Click on user
  2. Click "Deactivate User" or "Delete"
  3. Confirm action

User will no longer be able to login. Historical data is preserved.

Change User Role

  1. Click on user
  2. Click "Change Role"
  3. Select new role
  4. Click "Save"

User's permissions update immediately.

Next Step: Add your properties →

Organization Setup Properties & Units