Settings & team

Open settings from the user menu.

Team

Settings → Team: invite people by email and role (Manager, Owner, Tenant, or Worker), assign team roles, and deactivate or reactivate access when someone leaves or returns.

Permissions

Settings → Permissions: create custom roles and choose what each role can do (for example create properties, record payments, export reports, or approve publishes). Built-in Admin and Member roles are a starting point.

Account

Settings → Account:

• Update organization details
• Grant, revoke, or transfer account ownership
• Turn on automatic online receipts for successful online payments
• Turn on Require publish approval so new properties and tenancies stay draft until someone with approval rights publishes them

If you belong to more than one workspace, switch accounts from the sidebar header.

Billing

Settings → Billing: change plan, manage payment method, buy SMS/email credit bundles, and view billing history.

Use Quick Add in the header anytime to create a property, unit, rent payment, or appointment without leaving the page.