Team & Permissions

As your operation grows, you'll want colleagues working alongside you in TenantBuddy. The Team area lets you invite people by email and decide exactly what each of them can see and do.

How team access works

Your TenantBuddy account can have more than one person working in it. Each teammate signs in with their own login, and what they can access is governed by the role you assign them. Roles carry a set of permissions, the specific areas and actions a member is allowed to use, so you can give everyone exactly the access they need and nothing more.

You manage everyone from one place: Settings → Team . From here you invite new members, adjust their access, and remove people who no longer need it.

Inviting a teammate

Adding someone to your account is done by email: they receive an invitation and accept it on their own:

  1. Go to Settings → Team and choose Invite Member.
  2. Enter the person's email address.
  3. Assign a role that matches what this person should be able to do.
  4. Send the invitation. An invite email goes to that address with a link to accept.
  5. The teammate clicks the link, sets up their login, and joins your account with the access you assigned.

Screenshot coming soon

The Team screen showing current members with their roles, pending invitations, and the invite member action.

Roles & permissions

A role determines which parts of TenantBuddy a member can reach. For example, you might give a bookkeeper access to the accounting areas while keeping leasing and tenant management out of their view, or give a leasing agent access to properties and tenants without the financial reports. Choose the role that lines up with each person's actual job.

Removing a member

When someone leaves your company or no longer needs access, remove them from Settings → Team . Once removed, they can no longer sign in to your account. It's good practice to remove access promptly as part of your offboarding.

Grant the least access each person needs

Assign every teammate only the access their role actually requires. Limiting permissions keeps sensitive financial data and tenant information seen by fewer people, reduces the chance of accidental changes, and makes your account easier to audit. Start narrow; you can always widen someone's access later.

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