Invite a user
Send a staff invitation with a role and building access. You need Administration access that can edit users — the Invite user button appears in the page header when you have that permission. To invite a resident, open their profile in Directory instead.
- Open Administration → Properties & Users in the sidebar.
- Click Invite user.
- In the Invite staff user dialog, enter Full name.
- Enter Email.
- If User type is shown, choose Property manager, PMC admin, or Master admin.
Tip: Only master admins see User type. Without it, the new account is a property manager. PMC admin is company-wide. Master admin is platform-wide.
- Choose a Building.
- Choose a Role.
- Leave Send the invitation email now checked.
Tip: Uncheck it if you want to create the account without emailing. The button then says Create account.
- Click Send invitation.Invite staff user dialog with Full name, Email, Building, and Role — Invite staff user formResult: A toast confirms the invitation. Pending invitees show an Invited status on Users. The invitee should receive an email with a signup link.
Related articles
- Assign roles and building access — Give a staff user the right role on each building they should access. You need Administration access that can edit users (PMC admin or equivalent).
- Add or edit a property — Add a building to your PMC portfolio, or open an existing property to update its details. You need Administration access (property manager / PMC admin).
Was this article helpful?