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Team & workspace

Screen What it’s for Guides
Team Seats, roles, teams, invitations, and per-property access. Invite a teammate · Choose the right role · Limit a seat to properties · Group staff into teams
Settings The workspace itself, in five tabs: General · Operations · Payment channels · WhatsApp · Approvals. The five Settings tabs · Require an approval step
Billing Your Stay N Host subscription: plan, seats, trial status, invoices. Your subscription
Audit Your workspace’s own activity feed - every significant action, with actor and time. Read the audit trail

Every seat has a role; the role decides which screens exist for that person. The library covers the jobs a rental operation actually has - from Admin and Point of Contact through Cleaner, External Accountant, Owner, and Investor - summarized in plain terms in Choose the right role. Beyond the library, custom roles can be composed for your workspace (with hard ceilings: no custom role ever moves money or releases door codes). The walkthrough is Invite a teammate; the complete matrix is in Reference.

Where a setting lives, when it’s not in Settings

Section titled “Where a setting lives, when it’s not in Settings”

The honest map, because everyone looks in Settings first:

Looking for… It lives at
Bank accounts on quotations Bank Accounts (Revenue)
Fees and taxes Fees & Taxes (Revenue)
Refund ladder, quote terms The property’s Policies / Quotations tabs
Listing types The property’s Listing types tab
Daily-report audience The Agent Hub rule
Guest app configuration Guest app (Operations) - set it up
Booking website Booking website (Channels) - build it
Who can approve what Settings → Approvals - the guide

Every state change in the workspace - a verified payment, a released code, a role change - writes an audit row with who did it (a person, or system plus the rule that acted). Read the audit trail is where you read them. When something surprising happened, start there; the answer is always recorded.