Help Center/Getting Started
Getting Started

Users, access types and what each one sees

Add people to your account, choose each one access type, and understand what a property owner can see.

Where users live

Go to Settings → Users. That is where every person with access to your account is listed, with their access type.

The access types

  • Workspace owner — full access, including subscription, users and deleting the account. This is whoever created it.
  • Administrator — broad access to the operation.
  • Member — access to day-to-day operations.
  • Property owner — access restricted only to the properties linked to their profile, and to those properties' bookings.
  • How to add someone

    1. Go to Settings → Users.

    2. Click Add User.

    3. Fill in the name and email.

    4. Fill in the initial password.

    5. Choose the access type.

    6. If it is Property owner, tick the linked properties.

    7. Save.

    There is no automatic email invitation. You set the initial password and hand it over. Agree that they change it on first login.

    A property owner needs a linked property

    A Property owner user needs at least one linked property. Without it the save button stays disabled — an owner with no property would land in an empty portal.

    If you have not registered any property yet, the screen tells you: create a property before turning someone into an owner.

    Changing the access type

    Demoting or promoting someone takes effect immediately.

    One important detail: if a user stops being a Property owner, the property links are removed automatically. That is deliberate — a forgotten link would grant access after the relationship ended.

    What a Property owner sees

    Beyond the linked properties, you control which areas are available to anyone with that access type. Go to Settings → Owner Portal and switch each one on or off:

  • Rental Dashboard
  • Operations
  • Calendar
  • Bookings
  • Statement
  • Financial
  • My account
  • A switched-off area disappears from the menu and is blocked by direct link. If all of them are off, the owner lands on a screen saying nothing is available.

    This setting applies to all Property owner users on your account.

    An owner never sees the operation

    Regardless of permissions, someone with Property owner access does not see the operational panel, nor other owners' properties, nor your business's internal data. Their access is a separate door, not a reduced version of yours.

    Removing someone

    Removing a user cuts their access immediately. The history of what they recorded stays in the account — removing a person does not erase work.

    Common mistakes

  • Looking for a screen called "Owners". There is none: owner is an access type under Users.
  • Expecting the person to receive an invitation email.
  • Creating an owner and forgetting to link the properties.
  • Switching every Owner Portal area off and then wondering why they "see nothing".
  • Related articles

  • How the owner accesses the financial portal
  • How to get started in 5 minutes
  • How to generate and approve a statement
  • Still have questions?

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    Users, access types and what each one sees — Rezvia Help