Managing Your Team
Team Management lets you invite colleagues into your portfolio and control what they can see and do. This is essential for security and operational clarity.Sub-roles
| Sub-role | What they can do | Best for |
|---|---|---|
| Portfolio admin | Full access to all buildings, settings, team management, and setup | Senior managers and directors |
| Property manager | Day-to-day operations: issues, meetings, communications, documents | On-site and remote property managers |
| Finance manager | Finance workflows, reporting, invoices, and payment tracking | Finance teams and bookkeepers |
How to invite staff
Assign a sub-role
Choose Portfolio Admin, Property Manager, or Finance Manager based on their responsibilities.
Managing access
- Change sub-roles: Update a team member’s role if their responsibilities change
- Remove access: Deactivate or remove staff who leave your organisation
- Review regularly: Audit the team list quarterly to ensure only current staff have access
Building-scoped vs portfolio-scoped
Most management company operations are building-scoped, meaning the user must select a building before working on issues, finances, or communications. Portfolio admins can also access portfolio-wide settings and reporting.Demo mode
If you are evaluating the platform, demo mode lets you switch between sub-role views to see what each role type sees:- Toggle demo view from the dashboard header
- Switch between Portfolio Admin, Property Manager, and Finance Manager
- Explore how access changes for each role
Tips
Use allowed domains
Restrict sign-ups to your company email domain for extra security
Assign by responsibility
Do not give portfolio admin access to day-to-day managers unless needed
Remove promptly
Deactivate departing staff immediately to maintain security
Review quarterly
Regular audits prevent old accounts from lingering with access