User Management & Team Invitations

The Users tab in Company Settings lets admins invite team members, manage roles, control branch access, and deactivate or remove users from the organisation.

Required role: Admin or Owner. Agents cannot access this section.

Accessing User Management

Navigate to Company Settings from the dashboard.
Select the Users tab (between Tenancy Settings and Branches).

Roles

Every org member has one of three roles:

Role	UI Label	What they can do
`owner`	Owner	Full access — billing, user management, all settings
`admin`	Admin	User management, company settings, and all agent actions
`member`	Agent	Property, tenancy, and day-to-day letting operations

Role badges are colour-coded throughout the UI:

Owner — purple
Admin — blue
Agent — grey

Inviting a New User

Click Invite User at the top of the Users tab.
Enter the invitee's email address.
Select a role (Admin or Agent — Owner must be assigned after the fact).
Optionally check one or more branches to pre-assign the user.
Click Send Invite.

The invitee receives an email with a link to join the organisation. The invitation appears in the Pending Invites section until it is accepted or revoked.

Revoking a Pending Invite

In the Pending Invites section, click the × button next to an invite to cancel it before it is accepted.

Managing Existing Users

Each user row in the active user list can be expanded by clicking it. The expanded panel exposes the following actions:

Changing a Role

Select a new role from the dropdown inside the expanded panel. The change takes effect immediately and is logged to the audit trail.

Note: You cannot downgrade a user if they are the last Owner in the organisation.

Assigning or Removing Branch Access

Assign: Choose an unassigned branch from the dropdown and confirm.
Remove: Click the × tag next to a branch name already shown on the user.

Branch tags are visible directly on the collapsed user row for quick reference.

Deactivating a User

Deactivating a user blocks their access without permanently removing their account or data.

Click Deactivate inside the expanded panel.
Confirm the action when prompted.
The user is moved to the Deactivated Users section below the active list and their row is visually dimmed.

Restrictions: You cannot deactivate yourself or the last Owner in the organisation.

Reactivating a User

Deactivated users appear in a separate section at the bottom of the Users tab. Click Reactivate inside the expanded panel to restore their access.

Removing a User

Permanently removes the user from the organisation. This action:

Cleans up all branch assignments for that user.
Removes any deactivation record.
Cannot be undone.

Click Remove (trash icon) inside the expanded panel and confirm.

Note: You cannot remove yourself via this panel.

Audit Logging

Every user management action — invitations, role changes, branch assignments, deactivations, reactivations, and removals — is written to the organisation's Audit Log with:

The action performed
The admin who performed it
A timestamp

You can review the full audit trail in the Audit Log tab of Company Settings.

In-App Notifications

Affected users receive in-app notifications when:

Their role is changed.
They are deactivated or reactivated.
They are removed from the organisation.

FAQ

Can I invite someone as an Owner?
No — you can invite users as Admin or Agent. To promote someone to Owner, invite them first, then change their role via the management panel after they accept.

What happens to a deactivated user's data?
Nothing is deleted. Their properties, tenancies, and actions remain intact. Only their login access is blocked.

Can I have multiple Owners?
Yes. There must always be at least one Owner; the system prevents removing or downgrading the last one.

Where is branch access managed?
Branch assignments can be set at invite time or updated at any point from the expanded user panel within the Users tab.