Understanding Roles
Quick Answer
Roles control what each person can see and do inside a property. The role you assign determines their level of access.
Why Roles Matter
Not everyone needs full control of a property.
Roles help you:
- Keep things organized
- Give the right level of access
- Avoid accidental changes
Roles Explained
Property Owner
Full control of the property.
Can:
- Add and edit property details
- Invite and remove users
- Manage billing
- View everything
Property Manager
Helps manage the property.
Can:
- View and complete tasks
- Add notes and updates
- Help manage day-to-day activity
Cannot:
- Manage billing
- Transfer ownership
Family Member
Light access for visibility and help.
Can:
- View property details
- Check off tasks
Cannot:
- Make major changes
- Manage users
Friend
Limited access.
Can:
- View assigned tasks
- Upload notes or photos
Cannot:
- See full property details
- Make changes to the property
What to Expect
- Not everyone will see the same information
- Access depends on the role assigned
- You can change roles at any time
Common Questions
Why can’t someone see everything?
Their role likely has limited permissions.
Can I change someone’s role later?
Yes, you can update roles anytime.
Who should be an Owner?
Typically the person responsible for the property and billing.
Helpful Tip
When inviting someone, choose the lowest level of access they need. You can always increase it later.
Related Articles
- How to Invite Someone to a Property
- How Accounts & Properties Work
- How to Add a Property