Team members and roles

Add your team under Settings → Team. Seats are never charged.

Built-in roles

• Owner: everything, including billing and who is an owner.
• Admin: everything except changing owners.
• Leasing agent: works matched renters, tours, background checks, decisions and leases, only for the properties you choose.
• Viewer: can look, but can’t change anything.

An organization always keeps at least one owner, and only an owner can change the owner role. The Roles and permissions table on the Team page shows exactly what each role can do.

Custom roles (Pro and Portfolio)

On the Pro and Portfolio plans, owners and admins can build their own roles from a list of permissions, for example a leasing lead who handles tours and decisions but not billing, or a bookkeeper who only sees billing and reports.

1. Under Custom roles, choose New role.
2. Name it, add a short description, and tick the permissions it needs.
3. Assign it to a member with Change, or choose it when you invite someone.

A few rules keep your account safe:

• Billing and team permissions can only be given by an owner.
• Seeing what renters shared and deciding applications need two-step verification. Someone without it can’t be given, or accept, a role with those permissions.
• A role that people still have can’t be archived: give them another role first.
• Owning the organization is never part of a custom role.

If your plan changes, custom roles keep working for the people who have them, but you can’t create, edit or assign them until the plan includes them again.

Limit someone to certain properties

Leasing agents always work on the properties you choose. On Pro and Portfolio you can also limit viewers and custom roles to some properties: they then see vacancies, applications, tours, matched renters and reports only for those properties. Owners and admins always see every property.

Apps and API tokens a member creates follow the same limits.

Invite someone

1. Enter their email, choose a role and, where it applies, the properties they see.
2. Send them the invitation link. PropFit doesn’t email invitations yet.
3. They sign in or create an account with that email and accept the invitation.

Invitations last 14 days, and you can revoke one before it’s accepted. You can’t invite someone directly as an owner: invite them as an admin, then change their role.

Everyone on your team must set up two-step verification.

Change or remove

Choose Change next to a member to change their role or properties, or Remove from organization. You can’t change your own role: ask another owner or admin.

See what a role can do, and what changed

• View as a role (owners) lists what someone in a role can open and do, before you give it to them.
• Change history lists roles created, changed and archived, and every change to a member’s role or properties, with who made it.