Manage members

Use Settings → Members to manage the people who can access the current community. Admins can manage all roles; managers can invite and manage Staff and Members.

Invite members

1. Open Settings, then Members.
2. Choose the role for the invitation.
3. Enter one or more email addresses. Use Add another for additional people.
4. Review the count and select Invite.

Duplicate addresses are removed from the same invitation. Each recipient uses the emailed link to sign in or create an account and accept access.

Note

An invitation grants community access; it does not automatically assign the person to a unit. Complete the unit assignment separately when appropriate.

Choose a role carefully

Before inviting someone, review Roles and access. Avoid using Admin as a convenience role—billing and operations each have purpose-built roles.

Review invitations

The invitation list lets you check pending invitations and open an invitation record. If someone cannot find an invitation:

• Confirm the address was entered correctly
• Ask them to check spam or filtered mail
• Verify the invitation is still pending
• Cancel or replace an incorrect invitation instead of sharing its link broadly

Connect members to units

Open a unit record to assign a member as an owner, tenant, or resident. Ownership history is maintained separately from general unit membership; use the ownership workflow when legal or billing responsibility changes.

Remove or change access

Before changing a role or removing a member, check whether they own assigned tickets, manage active work, or are connected to units. Reassign operational work first. Removing community access does not erase historical activity.

Caution

Never reuse one person’s account for another person. Invite each individual with their own email address so activity and permissions remain attributable.