Roles & permissions

Everyone you invite to your organization gets a role. The role decides what that person can see and do — from simply viewing the portfolio to managing members and billing. Roles follow the principle of least privilege: each role grants only what that person needs.

There are five organization roles, from most to least access:

• Owner — full control, including billing and ownership
• Admin — runs the organization day to day, including members
• Manager — manages properties and deals, but not people or settings
• Member — does the everyday work on properties
• Viewer — read-only access

Every role can view the organization, its properties, and reports. The differences are in what each role can change.

Owner

The Owner has full control. There is always at least one Owner — usually the person who created the organization.

Can do everything, including:

• Manage the subscription, payment method, and billing
• Invite, edit, and remove members
• Edit or delete the organization
• Everything an Admin, Manager, and Member can do

Cannot do: nothing is restricted for the Owner. The Owner also cannot be removed from the organization or have their role changed, so control of the account always stays with them.

Billing is exclusive to the Owner — no other role can manage the subscription or payment method.

Admin

Admins run the organization day to day. They can do almost everything the Owner can, except touch billing or ownership.

Can:

• Invite, edit, and remove members
• Edit organization settings and delete the organization
• Add, edit, and delete properties and all records
• Approve valuations, and approve & manage sales
• Share properties with external parties

Cannot:

• Manage the subscription, payment method, or billing

Manager

Managers own the property and deal side of the business, but not people or settings.

Can:

• Add, edit, and delete properties and all records (leases, costs, loans, contacts)
• Create and approve valuations
• Start, approve, and manage sales (ownership transfers)
• Share properties with external parties

Cannot:

• Invite or manage members
• Change organization settings or billing

Member

Members do the everyday work on properties. This is the right role for most people on the team.

Can:

• Add and edit properties and their records (leases, costs, loans, contacts)
• Create and edit valuations
• Start a sale (ownership transfer)
• Share properties with external parties

Cannot:

• Delete properties
• Approve valuations or approve & manage sales
• Invite or manage members
• Change organization settings or billing

Viewer

Viewers have read-only access. They see the full picture but cannot change anything — ideal for accountants, partners, or stakeholders who only need visibility.

Can:

• View properties, records, valuations, and reports

Cannot:

• Create, edit, or delete anything
• Share properties or take any other action

Permissions matrix

✓ = allowed  ·  — = not allowed. Every role can view all data; the table below lists actions beyond viewing.

How roles are assigned

You choose a member's role when you invite them, and an Owner or Admin can change it at any time from the organization's member settings. A person can belong to several organizations and have a different role in each.

Choosing the right role

• Viewer — accountants, partners, or co-investors who only need to follow the numbers.
• Member — brokers and agents doing the daily work: adding properties, running valuations, and starting deals.
• Manager — a senior broker or portfolio lead who should run properties and deals end to end, without managing the team.
• Admin — co-owners or an office manager who also handle members and settings.
• Owner — the principal investor responsible for the account and billing.