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Documents & access

Invite staff and give landlords their own access

Share the right records without sharing your password.

Guide reviewed 2026-10-03 · England residential lettings

  1. Invite staff

    The owner uses Team & access to invite staff to the company workspace. Each person chooses their own private password through their invitation.

    Open Team & access →
  2. Invite a landlord

    Choose the landlord access role and assign the correct landlord record. The portal shows their properties, rent statements and shared records; it does not show tenant identity evidence or private bank data.

    Open Team & access →
  3. Review access

    Disable former users and check document/note visibility. Staff and owners have different permissions; owners approve sensitive actions such as deductions and payment reversals.

    Open Team & access →
  4. Missing records?

    Check the record belongs to the current company, that it is not archived and that the landlord account is assigned to the right landlord. Ask the managing company about rent or property-specific questions.

    Open Support tickets →

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