What this helps you do
Plan practical access for office staff, managers, field workers, owners, and vendors. Available roles and controls can vary by workspace, so use the closest role shown in Settings > Permissions and test the invited account.Before you start
- List the tasks each person must complete.
- List the properties they should see.
- Identify actions that require manager or admin approval.
- Start with the least access that supports the job.
Recommended access patterns
These are starting points, not automatic settings.
Configure and verify access
1
Open Permissions
Go to Settings > Permissions and choose the person or role.
2
Choose the work areas
Enable only the areas needed for the person’s job.
3
Limit property scope
Choose the approved properties, teams, or assignments when those controls
are available.
4
Invite the person
Review the email, role, and scope before sending the invitation.
5
Test with the invited account
Ask the person to sign in and complete one safe read-only check. Confirm
they can see the intended work and cannot see an unrelated property.
Review access over time
Review access when someone changes teams, an owner adds or removes a property, a vendor’s contract ends, or a manager takes over a new portfolio. Remove access that is no longer needed.Common problems
A teammate cannot open an area
A teammate cannot open an area
Review their role and the permission for that area. Then ask them to sign in
again.
A teammate sees too many properties
A teammate sees too many properties
Reduce their property or team scope and repeat the unrelated-property test.
A vendor invitation is missing
A vendor invitation is missing
Follow Set up a vendor and confirm the
contact before resending.