Inviting team members and setting roles

Available roles

Tendmere has seven workspace roles: Owner (full access, including team, billing and ownership); Manager (runs the workspace day to day: properties, tenants, finance, compliance and repairs); Agent (day-to-day agency work on properties, tenancies, repairs, messages, documents and finance); Maintenance coordinator (repairs, contractors and appointments, without unrelated finance or tenancy administration); Accountant (finance, tax, reports and supporting documents, without changing properties); Compliance auditor (read-first access to compliance records and evidence); Landlord client (read-only access to their own portfolio records, statements and documents).

There must always be at least one owner. Team access normally comes with the Agency and Enterprise plans; every plan is free right now with every feature included.

How to invite

Go to Settings → Team and tap Invite member. Enter their email address and select a role. They'll receive an email with a link to join your workspace.

Changing roles

Owners can change any member's role at any time from Settings → Team. Role changes take effect immediately — no need to re-invite.

Removing members

Tap a member's name in the team list and select Remove. They'll immediately lose access to the workspace. Their historical actions (e.g. expenses they logged) are preserved in the audit log.

Security note

Role-based access is enforced at the database level via Row Level Security. Even if someone inspects the app's network requests, they cannot access data outside their role's permissions.