Invite a teammate

Screen /team (Setup → Team) · Roles: Admin

Inviting someone creates an emailed link, not a seat. They hold no roles, use no seat, and cost nothing until they open the link and accept, which is also why a mistyped address shows up as an invitation nobody ever accepts. There is no password at any point: your teammate signs in with an emailed link, Google or Microsoft.

1. Open Setup → Team and click “Invite user”.

2. Enter their email and name. The name is required - it is what the directory, the audit trail, and message attribution will call this person forever after.

3. Pick the seat (account role): Member, Billing, Portal only (cleaners, inspectors, maintenance), Property owner (their portal only), or - if you are an Admin - Admin.

4. Pick their operational roles from the card grid. Each card shows its permission count; hover it to read every permission in plain words. Picking a portal-shaped role (Cleaner, Inspector, Maintenance, Investor, External Accountant) locks the seat to Portal only automatically, so a task-only person never inherits the member-wide read floor.

5. Click Invite. We email them a link to accept. You do not enter a phone number and you never set anything secret for them.

What your teammate does

1. Open the invitation email and press its link. The page asks them to accept the Workspace User Terms (Accept the platform terms) and press Accept invitation. That proves the mailbox is theirs.

2. Sign in. With an emailed sign-in link (opened on the same device and in the same browser where they asked for it), or with Continue with Google or Continue with Microsoft for the same address. See Sign in and confirm your phone.

3. Confirm their own phone number. The first time they sign in, they add their number and type the code we text to it. Nobody gets into the app until a code has confirmed their number.

An invitation link stays valid for 14 days. If it has expired or was already used, the page tells them to ask whoever invited them for a new one.

While the invitation is pending

Pending invitations sit in their own section with an expiry date and a Revoke button. Once accepted, the person appears in the directory - but a seat whose email was never confirmed shows Pending, not Active, because that person cannot sign in yet. If the invite never arrived, open the member and Resend invitation - and check the address for a typo.

When the plan has no free seat

The seat limit is checked when your teammate accepts. If your plan’s seats are all in use at that moment, they are not added: their page says “The workspace that invited you has no free seat right now, so you have not been added yet. We have let its admins know.” Free a seat (deactivate one), or move to a plan with more seats on Your subscription, then invite them again.

Editing later is the same dialog

Click any directory row to change the seat, grant or revoke roles, deactivate or reactivate the seat, or remove them from the workspace. There is no password to reset: if someone cannot sign in, they ask for a new sign-in link. You cannot deactivate yourself or the last owner - another admin does that.

What’s next

• Choose the right role before you invite half the company as Admins.
• Limit a seat to specific properties when someone should only see part of the portfolio.