Team Management

Add team members to help manage guest communications. Each person gets their own login and can be assigned to specific properties.

User Roles

Owner

The account owner with full access to everything:

• All properties and conversations
• All settings including billing
• User management
• Full admin capabilities

Admin

Full operational access:

• All properties and conversations
• Settings (except billing)
• User management
• Cannot change billing or subscription

Agent

Day-to-day operations:

• Access to assigned properties only
• View and respond to conversations
• Read-only access to settings
• Cannot manage users

Adding Team Members

1. Go to Settings → Users
2. Click Add User
3. Enter their email address
4. Select their role (Admin or Agent)
5. Click Send Invite

The team member receives an email with a link to set up their account.

Assigning Properties

Control which properties each team member can access:

All Properties

The user sees all properties and conversations. Good for managers who oversee everything.

Specific Listing Sets

Assign users to one or more Listing Sets. They only see properties in those sets.

Example: Assign "Maria" to the "Bali Villas" set. She only sees Bali properties.

Individual Properties

For granular control, assign specific properties one by one.

To assign properties:

1. Go to Settings → Users
2. Find the user
3. Click the properties assignment button
4. Select their access level and specific properties/sets
5. Save

Per-User Notifications

Each team member has their own:

• Unread message counts - Shows messages they haven't viewed
• Push notification preferences - Enable/disable on their own devices
• Email notifications - Sent to their email address

When one team member reads a conversation, it only marks it read for them. Other team members still see it as unread until they view it.

Managing Users

Editing Users

Click on a user to edit their:

• Role
• Property assignments
• Account status

Removing Users

1. Find the user in the Users list
2. Click the delete/remove option
3. Confirm removal

Removed users immediately lose access. Their historical activity remains in logs.

Best Practices

1. Least privilege - Give agents access only to properties they manage
2. Use Listing Sets - Easier to manage than individual property assignments
3. Regular review - Periodically audit who has access to what
4. Offboarding - Remove access immediately when team members leave

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Next: Push Notifications