Help centre

Getting started

Team members, roles and passwords

Invite anyone by email, control what they can do, set their password.

Team in the sidebar. Add any email address — if there's no account yet, one is created immediately.

Roles

  • Viewer — sees everything, changes nothing.
  • Editor — manages properties, buyers, viewings, surveys, campaigns.
  • Admin — everything above plus settings, team, compliance deletes, billing.
  • Owner — full control; only owners can manage other owners.

Passwords

Click the key icon on a member's row to set their sign-in password (generate + copy, then share it securely). Members change their own under Account. Password resets also work by email from the sign-in page.