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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.

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Sub-roles

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How to invite staff

1

Open Team Management

Navigate to Team Management from the management dashboard or sidebar.
2

Click Invite

Enter the staff member’s email address.
3

Assign a sub-role

Choose Portfolio Admin, Property Manager, or Finance Manager based on their responsibilities.
4

Send the invitation

The user receives an email with a link to join your portfolio.
5

Monitor status

The Team Management list shows who has accepted, who is pending, and who has access.

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Managing access & Lead PM assignment

  • Assign Lead PM & Finance Manager per block: Assign a dedicated Lead Property Manager and finance lead to each building. Lead PM properties are prioritised at the top of the building selector and can be filtered on the Portfolio Map and Issues queue.
  • Change sub-roles & bulk role updates: Update a team member’s sub-role or opt in to bulk role assignments across buildings.
  • Resend invitations & remove access: Resend pending staff invitations or deactivate departing staff immediately.

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Building-scoped vs portfolio-scoped

Most management company operations are building-scoped, meaning the user selects a building before working on finances or documents — or toggles View Full Portfolio on Building Safety, Calendar, Issues, and Meetings. Portfolio admins can also access portfolio-wide settings, Mailbox Delegations, Jurisdiction Packs, and reporting.

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Demo mode & dynamic persona switcher

If you are evaluating the platform in a prospect demo environment, the Persona Switcher lets you switch dynamically between personas tailored to your organisation:
  1. Toggle the persona switcher from the header
  2. Switch between Portfolio Admin, Property Manager, Finance Manager, RTM/RMC Director, and Leaseholder views
  3. Views and permissions stay in sync across tabs so you can experience both sides of every workflow

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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