01
Accept the invite
- Open the invite link the owner sent you. It is valid for 14 days.
- Enter your full name, choose your title and add a phone number people can reach you on. The invite cannot be accepted without them.
- Accept, and sign in. You land on Overview for that owner.
NoteIf the link says the invite has expired or been withdrawn, ask the owner to send a new one. An old link cannot be revived.
02
What you can see
Properties lists the properties this owner assigned you, and Tenants the tenants on them. Properties they did not assign do not appear, and that is not a fault.
If you work for more than one owner, Organisations switches between them. Each owner's records stay separate.
03
Your day on Overview
- Check Your schedule for viewings and vendor visits. A visit flagged tenant not told still needs arranging with the tenant.
- Work down Priority work. Its tabs split the queue into Urgent, Payments, Maintenance, Agreements and Waiting on owner.
- Use Quick Actions to start something directly: an agreement draft, a tenant, a repair, or a payment review.
If something goes wrong
A property I manage is missing.
The owner has not assigned it to you. Ask them to add it to your scope.
I cannot see billing or plans.
Those belong to the owner. There is no agent side to them.
Still stuck? Contact support.