> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Choose roles and property access

> Give each teammate the work and properties they need without unnecessary access

## 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

| Person             | Usually needs                                        | Usually does not need                           |
| ------------------ | ---------------------------------------------------- | ----------------------------------------------- |
| Front office       | Inbox, contacts, reservations, approved properties   | Billing, integrations, broad admin changes      |
| Operations manager | Tasks, Workforce, workflows, properties, team review | Access outside their operating scope            |
| Field worker       | Assigned schedule, tasks, visits, checklists, photos | Inbox, billing, workspace administration        |
| Owner              | Approved property reporting and communication        | Other owners' properties or team administration |
| Vendor             | Assigned task types and approved properties          | General workspace or unrelated property access  |

These are starting points, not automatic settings.

## Configure and verify access

<Steps>
  <Step title="Open Permissions">
    Go to **Settings > Permissions** and choose the person or role.
  </Step>

  <Step title="Choose the work areas">
    Enable only the areas needed for the person's job.
  </Step>

  <Step title="Limit property scope">
    Choose the approved properties, teams, or assignments when those controls
    are available.
  </Step>

  <Step title="Invite the person">
    Review the email, role, and scope before sending the invitation.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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

<AccordionGroup>
  <Accordion title="A teammate cannot open an area">
    Review their role and the permission for that area. Then ask them to sign in
    again.
  </Accordion>

  <Accordion title="A teammate sees too many properties">
    Reduce their property or team scope and repeat the unrelated-property test.
  </Accordion>

  <Accordion title="A vendor invitation is missing">
    Follow [Set up a vendor](/platform/workforce#set-up-a-vendor) and confirm the
    contact before resending.
  </Accordion>
</AccordionGroup>

## Related articles

* [Settings & Admin](/platform/settings)
* [Workforce](/platform/workforce)
* [Field worker onboarding](/guides/field-worker-onboarding)