Inviting team members

Each person on your team gets their own sign-in and a role, so you never need to share a login.

Where to invite

Owners and admins open Settings > Team and select Invite Team Member, then enter the person's name and email address and choose a role.

Owner: everything, including billing and deleting the account. An account can have more than one owner, but the last active owner can never be removed, demoted or deactivated.
Admin: manages the team (except owners), company settings, branding, regional settings, locations and billing.
Manager: approves and rejects valuations, runs bulk actions, creates amendments, and sees Reports and the Activity log.
Staff: creates and edits valuations and customers.
Viewer: read-only access — useful for accountants or auditors.

Only owners can give someone the Owner role or permanently remove a team member.

The invitee receives an email with a one-time link that's valid for 7 days. They follow it to set a password and join your account.

Removing a member from Settings > Team frees their seat.