Note: You must have the appropriate permissions to invite users, manage their access, and view the Users overview.
Step 1: Ensure the User Has a Resident or Staff Profile
You can only invite users who have a Resident or Staff profile. If the person you want to invite doesn’t have a profile yet, create one first.
Note: Vendors and Contacts cannot currently be invited. As a workaround, you can create a Resident or Staff profile for them.
Step 2: Add an Email Address
Make sure the profile includes a valid email address, which is required for sending the invitation.
Step 3: Go to the Users Page
In the left-hand navigation pane, click Household > Users. This page shows your active users.
Step 4: Invite the User
Click the Invite user button in the top right.
-
Search and select the Resident or Staff member you want to invite.
-
Choose a permissions role (Admin, Manager, Viewer, or a custom role you've created—permissions can be changed later).
-
Click Invite as user. The selected person will receive an email invitation.
Managing Invitations and Permissions
You can view and manage pending invitations from the Household > Invitations page. Here, you can resend or delete invites as needed. If you are an Account Owner you can also manage Users from the Admin Console.
Once the invitation is accepted, the user will appear under the Users overview. From there, you can update their permissions role (and manage property permissions on their profile).
