Giving someone else access

If an assistant, a business partner or your accountant helps you run these properties, give them their own login rather than sharing yours. You do it on the Team tab in Settings.

Invite someone

1. Open Settings and choose the Team tab.
2. Press Invite someone.
3. Type Their email address.
4. Under What can they do?, choose Owner or Viewer.
5. Switch on the alerts you want them to start with, under What should they be alerted about?
6. Press Send invitation.

Every action they take is then recorded against their name, not yours, so you can always see who did what.

Owner or Viewer

• Owner can do everything you can, including money, legal notices, billing and inviting others. Only give this to someone you would trust with your own login.
• Viewer can look at everything and change nothing. It suits an accountant or a business partner who only needs the numbers.

The alerts you tick are a starting point: Maintenance, Approvals, Money and Compliance. Once they join, they can change their own alerts and you cannot. You can still see what each person has set.

After you invite

Until they accept, the invitation shows under your team with Resend and Withdraw buttons. When they accept, they set their own password and see only what you have granted.

To change someone's access later, use the box beside their name to switch them between Owner and Viewer. To take them off, open the menu beside their name and choose Remove from team. Everything they recorded stays on your account.

If it does not work

• Invite not arrived? Check the email address, then their spam. Press Resend on the pending invitation.
• Gave too much away? Switch them to Viewer, or remove them, from this same tab. Their own sign-in means removing them never affects yours.
• No Invite someone button? Only an Owner can invite people or change access.