What each team role can see and do

Each person on your team has one role. The role decides what they see and what they can change. Set roles in Settings → Team.

• Owner (Co-owner when you invite one): full control, including approvals, settings and the team. Only owners can import, add properties, change rent rules and edit lease wording.
• Property manager: runs the properties. Records payments, moves tenants in and out, handles repairs. Changes to money already on the books, like voids and late-fee waivers, go to the owner for approval. See Approvals.
• Accountant (read-only): sees everything, changes nothing.
• Maintenance: work orders only. Sees requests, the unit and the tenant's phone. No rent or balances. Their menu has Work orders, Make-ready, Recurring tasks, Inspections, Units, Vendors and Share application. See The maintenance team view.

The simple portal

Managers and accountants can be given the simple portal. It's a short menu for people who only do everyday tasks: Home, Record a payment, Move in a tenant, Payments log, 7-day notices, Evictions, Rent roll and Share application.

An accountant on the simple portal doesn't see the buttons that record things (Record a payment, Move in a tenant, Evictions, Share application).

1. 1Go to Settings → Team.
2. 2Next to the person's name, change Full view to Simple portal (or back).