Add your team

Who this is for

Landlords and property managers who want someone else, such as a partner, an assistant or a leasing agent, to work in the same account. Only an Owner can invite, change roles or remove people. Everyone else can see the team list.

Before you start

• There are two roles. An Owner can do everything, including billing, team changes and the settings marked owner-only. A Member works in the account but can't do those things.
• Property managers choose the role when they invite someone. In a landlord account every invite is a Member, and the role can't be changed on this screen.
• There are no finer permissions per section yet. A Member can reach every part of the account except the owner-only actions.
• Each person needs their own Google account email, because everyone signs in with Google. An email that already belongs to a tenant, owner or vendor, or to someone in another account, can't be invited.
• Tenants, owners and vendors aren't team members. They get their own portals. See Invite tenants, owners, vendors and your team.

Steps

1. Open Settings → Team.
2. In Invite a team member, enter Name and Email. Property managers also pick the Role.
3. Click Send invite. The person appears in Members with the status Invite sent.
4. They get an email, "You're invited to join" your company "on eSamaHomes", with an Accept Invitation button. The link lasts 72 hours. They accept the terms and sign in with Google, and their status turns Active.
5. To take back an invite before it is used, click Revoke on its row.
6. To remove someone, click Remove on their row and confirm. Property managers change a person's role from the Role list on their row.

Example

Rosa Diaz is the Owner of Bayview Management. She invites two people:

• Luis Cole, her office manager, as an Owner, so he can handle billing when she's away.
• Mia Park, a leasing agent, as a Member.

Members (3) shows Rosa (Active), Luis (Invite sent) and Mia (Invite sent). When both accept, all three are Active. Months later Mia leaves, and Rosa clicks Remove on her row. Members (2) shows Rosa and Luis.

What happens next

• A removed person can no longer open the account. Anything they did, such as payments recorded or messages sent, stays in the records.
• Your own row has no Remove button.
• An account always keeps at least one Owner. A property manager handing the account over invites or promotes the new person as an Owner first. In a landlord account this screen can't make anyone else an Owner.

If something looks wrong

• "This email already has an eSamaHomes account. Ask them to sign in with it." That person is already on a team, yours or another company's. Each person can be on one team only.
• "This email is already in use by another eSamaHomes account and can't be added here. Ask the person to use a different email address." The email is a tenant, owner or vendor login. Ask for another address.
• "Invitation expired" on the invite page. The 72 hours have passed. The list still shows Invite sent and there is no resend. Click Revoke on the old invite and send a new one.
• The Remove button is greyed out, or "Cannot remove the last OWNER — promote another member first". That person is the last Owner, and an account can't be left without one.