JourneyStead Help

Letting property

Your team and their roles

Inviting people, the standard roles, and making a role of your own.

Written for Landlord
On this page

This page has no sections.

You do not have to run a letting business alone. Invite the people who work with you, and give each a role. A role is a set of permissions, and it decides what that person can see and do.

Inviting someone

Open Team

Choose Team in your organisation’s menu.

Invite them

Under Invite someone, enter their email address and choose the roles to give them. Then choose Send invitation.

They accept

They get an email with a link. Nothing changes until they accept. If they have no account yet, they create one with that address first.

An invitation shows as Waiting, Accepted, Declined, Withdrawn or Expired. You can withdraw one that has not been answered.

You can change someone’s roles later, and remove them. A person you remove loses access straight away, and you can bring them back later.

The standard roles

Every organisation has the same standard roles. They cannot be changed.

Owner

Everything, including the things no other role can do, such as closing the organisation and changing where rent is paid out. An organisation always has at least one Owner.

Property manager

Runs the business day to day: listings, enquiries, applications, leases and repairs, and the team.

Leasing agent

Looks after listings, enquiries, viewings and applications.

Accountant

Sees finance: rent, invoices, arrears and statements.

Caretaker

Handles repairs, inspections and viewings.

Viewer

Can read most things and change none of them.

A person can have more than one role, and gets everything either allows.

Your own roles

For a job the standard roles do not fit, such as a weekend caretaker who handles keys and viewings at weekends, make a role of your own.

  1. Open Roles in the menu.
  2. Under Add a role, give it a name and say what it is for.
  3. Choose Add role, then choose its permissions.

You cannot delete a role while anyone still has it. Take it away from everyone first.

Who can do this

Inviting people needs permission to manage the team, and making roles needs permission to manage roles. If a button is missing, your role does not include it. Ask an Owner.

The shared inbox Enquiries answered as a team, conversations with colleagues, and announcements.Reports and the activity log Occupancy, rent and repair costs month by month, and who did what.Security and your devices The sign-in code, every device signed in, your password, and deleting your account.