Inviting team members

ScoutzOS supports multiple users on a single account, making it easy to collaborate with property managers, maintenance coordinators, and administrative staff.

Step 1: Open Team Settings

Navigate to Settings from the left sidebar, then select the "Team" tab. You will see a list of current team members and their roles.

Step 2: Click "Invite Member"

Click the "Invite Member" button to open the invitation form. Enter the team member's email address and select their role.

Available roles

• Admin has full access to all properties, financials, and settings
• Manager can manage properties and tenants but cannot modify billing or account settings
• Maintenance can view and respond to maintenance requests only
• Viewer has read-only access to property and tenant information

Step 3: Assign property access

For Manager, Maintenance, and Viewer roles, you can restrict access to specific properties. Select which properties the new team member should be able to see and manage.

Step 4: Send the invitation

Click "Send Invite." The team member will receive an email with a link to create their own ScoutzOS login. The invitation expires after 7 days.

Managing team members

You can change roles, update property access, or remove team members at any time from the Team settings page. Click the three-dot menu next to any member to see options.

Tips for teams

• Assign the Maintenance role to field staff so they can update work orders from their phone
• Use the Viewer role for owners who want to monitor their properties without making changes
• Review team access quarterly to keep permissions current