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Inviting Household Members

Household members are people who have access to your household information—family members, household staff, or property managers.

Why Invite Members?​

Inviting members helps you:

  • Share responsibility for tasks and maintenance
  • Collaborate on lists, tasks, and schedules
  • Keep everyone updated on household information
  • Delegate tasks to specific members

How to Invite Members​

Residents page showing household members Residents page showing household members
  1. Go to People → Residents or People → Staff in your household
  2. Click "Add Member" or "Invite Member"
Invite member form with email, role selection, and permissions Invite member form with email, role selection, and permissions
  1. Enter the person's email address
  2. Choose their role:
    • Member - Custom permissions you control. Choose what they can view, edit, or manage.
    • Admin - Full access to everything. Can manage members, permissions, and all household features.
  3. If you chose Member, select their permissions:
    • Choose a preset (View Only, Editor, Admin, or Custom)
    • Or customize permissions for each feature
    • See Permissions for details about permission levels
  4. Click "Send Invitation"

What Happens Next?​

Residents list showing pending invitations Residents list showing pending invitations

The person receives an email invitation with a secure link. When they click the link:

  • If they already have an account: They sign in and the invitation is automatically accepted
  • If they're new: They create an account, verify their email, and the invitation is automatically accepted
  • Permissions are granted: If you set permissions for a Member role, they're automatically granted when the invitation is accepted

Note: Invitations expire after 7 days. If an invitation expires, you can send a new one.

Managing Permissions​

Resident detail page showing permission management options Resident detail page showing permission management options

To change a member's permissions:

  1. Go to People → Residents or People → Staff
  2. Find the member
  3. Click their name or the edit button
Permission management interface showing available permissions Permission management interface showing available permissions
  1. Go to the Permissions section
  2. Modify their permissions as needed
  3. Save your changes

Changes take effect immediately. See Permissions for more information about managing permissions.

Removing Members​

To remove a member:

  1. Go to People → Residents
  2. Find the member
  3. Click remove or delete
  4. Confirm the removal

Note: Removing a member immediately revokes their access.

Tips​

  • Only invite people you trust
  • Give people the minimum access they need using permissions
  • Start with a permission preset and customize if needed
  • Periodically review who has access and their permissions
  • Remember that Admins automatically have all permissions—you don't need to set permissions for them
  • You can always change permissions later if needs change

Next: Learn about permissions → or Set up your profile →