Work smarter with the new team functionality
Reduce all your channels of communication and work as a team in a single platform
The Teams functionality opens up a new user experience for you on the platform and enables you to work in collaboration with your team. Whether they are internal or external you can now invite them to platform where you can share information and manage tasks together.
What can I do?
Invite staff / co-owners / partners to collaborate on new prospective investments or managing existing investments
Invite a PA to handle data entry / day to day running of your property business
Invite trade to streamline dealing with maintenance issues
Invite health & safety / inspection consultants to carry out check in / out / regular inspections for your properties
Work together on properties with a clear audit of everything that your team are doing
Revoke access at any point in the future
How does it work?
Step 1 Access the team screen which is available under your settings menu
Step 2 Click or tap add team member
Step 3 Confirm or enter the user details. The email address will be their username
Step 4 Confirm their user role and access level. This will determine what data they can see. Use the help to guide you on this to make sure you are happy.
Step 5 Hit the invite button. Your invite is on its way and your team member will receive an email explaining what to do. That simple!
How do I know if some has accepted and how do I disable access if need to in the future?
You're in complete control of your invited users. You can remove from your team or disable their access whenever you need. Change you're mind and you re enable them from the team member action menu