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Team Management

groups

Team Management

Invite team members, assign roles, and manage user access across your organization.

Inviting Team Members

Add new people to your PropertyPlex organization by sending them an email invitation.

  1. Go to Team from the bottom navigation
  2. Tap Invite Member
  3. Enter the person's email address
  4. Select their role (Admin, Manager, Technician, or Hospitality)
  5. Choose which properties they should have access to
  6. Tap Send Invite
Screenshot of the invite member dialog showing email field, role dropdown, and property checkboxes

infoInvitation Process

Roles & Permissions

PropertyPlex has four roles, each with different levels of access. Assign the appropriate role based on the person's responsibilities.

Permission Admin Manager Technician Hospitality
View dashboard check_circle check_circle check_circle check_circle
Create work orders check_circle check_circle check_circle check_circle
Assign work orders check_circle check_circle — —
Close/complete work orders check_circle check_circle — —
Manage room board check_circle check_circle — check_circle
Maintenance tasks check_circle check_circle check_circle —
View reports check_circle check_circle — —
Manage properties check_circle — — —
Manage team check_circle — — —
Billing & subscription check_circle — — —
System settings check_circle — — —

Role Descriptions

shieldAdmin

Full access to everything. Can manage properties, team members, billing, and system settings. Best for property owners and operations directors.

supervisor_accountManager

Can create and assign work orders, view reports, manage the room board, and oversee maintenance. Best for property managers and shift supervisors.

engineeringTechnician

Can view and update assigned work orders and maintenance tasks. Best for maintenance staff, plumbers, electricians, and HVAC technicians.

hotelHospitality

Can manage the housekeeping room board and update room statuses. Best for housekeeping staff, room attendants, and front desk coordinators.

Managing Users

Update a team member's role, property access, or profile information from the team list.

  1. Go to Team and tap on a team member's name
  2. From the member detail screen, you can:
  3. Change their role using the role dropdown
  4. Update their property access by toggling property checkboxes
  5. Tap Save to apply changes
Screenshot of the team member detail screen showing name, email, role selector, property access toggles, and a deactivate button

Deactivating a User

When a team member leaves your organization, deactivate their account to revoke access while preserving their activity history.

  1. Go to Team and tap on the team member's name
  2. Scroll to the bottom and tap Deactivate User
  3. Confirm the deactivation in the dialog
  4. The user is immediately logged out and cannot access PropertyPlex

warningImportant Notes

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