website logo
⌘K
Getting Started
Getting Started: Rental Properties
Getting Started: Employer Benefits
Getting Started: Residential Homes
Getting Started: Offices
Dashboard
Teams & Users
Users
Teams
Properties/Addresses
Access Instructions
Jobs
Add or Request a Job
View, Edit, or Cancel Jobs
Setting Backup Times
Job Links
Job Reviews or Feedback
Resolving Pro Cancellations
Account Settings
Messages
Notifications
Plans
Access Control / Smartlocks
My Pros
Booking Different Type Of Services With Your Pros
Private Cleaning Payment
Defining your Job Request Strategy
To-Do Lists
To-Do List Links
To-Dos
Do-Nots
Remote Inspections
Custom Fields
Laundry or Linens
Supply Preferences
Integrations
Beds24
Guesty
Hospitable
Hostaway
Hostify
Host Tools
Lodgify
OwnerRez
RemoteLock
Smoobu
Uplisting
Zapier
Automatic Booking
Billing & Pricing
Billing History
Sending Payments
Bills & Payment Methods
Team Billing
Viewing Prices
Viewing Billing History
Tips
Refunds
Compliance, Ratings, Safety, Insurance, & Protection
Certifications & Ratings
Satisfaction Guarantee, Disputes, & Protection
Damage Claims
Best Practices
Property Maps
Maintenance Tracking
Inventory Tracking
Inspections
Issue Tracking
Automatic Translation
Other Questions
Developer Overview
API Reference
Webhooks
TIDY Concierge
Reports
Accounting
Docs powered by archbee 
7min

Teams

Teams are a great way to group together your properties and your users for various reasons. This includes:

  • Giving people limited access to view or manage only a few addresses on your account, instead of seeing everything.
  • (in beta) Controlling how jobs inside a team are billed. For example, you can specify that one group of properties uses 1 credit card, while another group of properties can use a different credit card.
  • Generating reports by team.
  • Using teams to match accounting groups for exports.

Adding Teams

We can set this up for you. Contact our team to set up teams on your behalf. This is free and is typically the easiest way to get started.

  1. To create a team go to More then Teams.
  2. Select the option Add Team.


3. Name your team, and you can add a "Parent Team" if this team sits underneath a parent team.

Team members can view addresses in that team and all "child teams".



4. Once your team is set up, you can add team members.

When adding team members, you are limiting their access to just see only the properties associated with that team (or any child teams). If you want someone to have access to all properties, do not add them to a team, make them an admin.



5. Once your team is set up, you can add properties to the team. This enables team members to view those properties.

Using Teams

The way to use teams is to just add the right users and properties to a given team. That is it. Those users will automatically have their permissions limited to those properties. If you want to know how to create a user, just access this link

There are other features we can enable for you that relate to teams:

  • Reporting by team
  • Accounting exports by team
  • Billing rules by team

Contact your account manager to learn more about these options.

Updated 31 Jan 2023
Did this page help you?
Yes
No
UP NEXT
Properties/Addresses
Docs powered by archbee 
TABLE OF CONTENTS
Adding Teams
Using Teams