> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> How to invite staff and control access across your portfolio

## 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

<Steps>
  <Step title="Open Team Management">
    Navigate to **Team Management** from the management dashboard or sidebar.
  </Step>

  <Step title="Click Invite">
    Enter the staff member's email address.
  </Step>

  <Step title="Assign a sub-role">
    Choose Portfolio Admin, Property Manager, or Finance Manager based on their responsibilities.
  </Step>

  <Step title="Send the invitation">
    The user receives an email with a link to join your portfolio.
  </Step>

  <Step title="Monitor status">
    The Team Management list shows who has accepted, who is pending, and who has access.
  </Step>
</Steps>

## 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:

1. Toggle demo view from the dashboard header
2. Switch between Portfolio Admin, Property Manager, and Finance Manager
3. Explore how access changes for each role

## Tips

<CardGroup cols={2}>
  <Card title="Use allowed domains" icon="mail">
    Restrict sign-ups to your company email domain for extra security
  </Card>

  <Card title="Assign by responsibility" icon="shield">
    Do not give portfolio admin access to day-to-day managers unless needed
  </Card>

  <Card title="Remove promptly" icon="user-x">
    Deactivate departing staff immediately to maintain security
  </Card>

  <Card title="Review quarterly" icon="calendar">
    Regular audits prevent old accounts from lingering with access
  </Card>
</CardGroup>