Adding team members and setting permissions

Controlled-beta agency workspace

Multi-user access lets you invite team members to manage properties, record payments, and handle maintenance — each with their own login and defined role.

Roles

• Admin — Full access to all properties, settings, billing, and team management
• Manager — Manage assigned properties, tenants, and finances. Cannot access billing or team settings.
• Viewer — Read-only access to assigned properties and reports. Cannot edit data.

Inviting members

Go to Settings → Team and tap Invite member. Enter their email and role. They'll receive an invitation to create their account. You can assign specific properties to each team member.

Enterprise SSO

Enterprise SSO setup rails are available for controlled verification. Provider configuration, domain ownership and acceptance testing must be confirmed before company-domain routing is enabled.

White-label branding

Agency and Enterprise workspaces can open Tools → White-label to set approved brand colours, support details and a logo, preview the result, and choose whether the landlord-client portal uses the same branding.

Enterprise operations

Enterprise workspaces can also configure custom fields for properties, tenants, repairs, tenancy lifecycle stages, and landlord-acquisition leads, plus custom workflows to queue internal follow-up for rent arrears, compliance deadlines, repair delays, notice periods, and landlord-lead chasing.

From the same Enterprise settings area, teams can prepare migration profiles, accounting handoffs, Zapier recipe settings and support requests. Provider-backed automation, named contacts and service commitments remain subject to workspace verification and a separately agreed scope.

Read-only API and signed-webhook controls exist for controlled workspace verification. Tendmere must confirm scopes, endpoint ownership and production acceptance before either is treated as live for a workspace.

Audit trail

All actions by team members are logged in the audit trail. See who recorded a payment, updated a compliance item, or sent a reminder — with timestamps and their name attached.