Back to tutorials
Landlords and adminsStep-by-step guide

Invite property managers, handymen, and staff with scoped access

Use team invites and access grants to delegate work without exposing every part of the portfolio to every teammate.

Follow these steps

  1. Open Team → Roles and choose the smallest access scope that covers the person's work.
  2. In Invites, enter their name, email, role, expiration, and any staff grants. Create the invitation and share its link privately.
  3. Review Members after acceptance. Owners and admins can expand Manage access to edit staff grants or remove a member.
  4. Revoke unused pending invitations. At least one owner must remain in the workspace.

Owners, admins, and managers have broad access. Use staff with explicit grants for a handyman or accounting assistant.

Open this workflow

Use cases

Choose the scenario that matches the job you need to finish

Property manager needs payment and lease visibility

Handyman needs maintenance-only access

Temporary coordinator needs document review but not team management