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Invite staff and observers

Invite staff users who help with building operations, and invite observers who only need read-only access.

Organization admins.

Landlords can invite tenants where allowed, but they cannot invite observers.

Go to Landlords or People, then choose the staff invite action.

You can also use the staff Create menu in the sidebar when available.

Decide which role the person needs.

Use Landlord when the person should manage assigned buildings and take operational actions.

Use Observer when the person should view building information but not respond, publish, invite, edit, or change records.

  1. Open the staff invitation modal.
  2. Enter the person’s email address.
  3. Choose Landlord or Observer.
  4. Select the buildings they should access.
  5. Review the invitation.
  6. Send the invitation.

Email is the address that receives the invitation.

Role decides what the person can do.

Buildings to manage or Buildings to view defines the user’s building scope.

Landlord can usually handle tickets, review join requests, create communications where allowed, and view analytics for assigned buildings.

Observer is read-only. Observers can view assigned building data, tickets, incidents, analytics, news, announcements, people, and knowledge base content where their plan allows, but cannot take operational actions.

The invited person receives an email invitation.

After accepting the invitation, they can access only the buildings assigned to them.

Operational emails for a building usually go to assigned landlords first. Organization admins are the fallback when no landlord is assigned.

Observers do not receive automatic operational emails.

If an observer can see a page but cannot press action buttons, that is expected. Observer access is read-only.

If a landlord cannot see a building, check the managed buildings section on the landlord detail page.

If the organization admin still receives building operational emails, check whether the building has at least one assigned landlord.