Your organization can have any number of teammates. Each one is either an Editor (full read/write access except for transferring Primary) or a Viewer (read-only).Documentation Index
Fetch the complete documentation index at: https://docs.rentsmart.com/llms.txt
Use this file to discover all available pages before exploring further.
Roles at a glance
| Role | View data | Edit data | Invite users | Change roles | Transfer Primary |
|---|---|---|---|---|---|
| Viewer | Yes | No | No | No | No |
| Editor | Yes | Yes | Yes | Yes (except Primary) | No |
| Primary | Yes | Yes | Yes | Yes | Yes |
How to invite
Three places to invite from — they all do the same thing:- Onboarding wizard → Invite Your Team step (only on first setup)
- Organization page → Users tab at app.rentsmart.com/organization
- Sidebar → Organization → Users
- First Name and Last Name
- Email — where the invitation goes
- Role — Editor or Viewer (defaults to Editor)
What your teammate sees
The invitee gets an email with:- A login link to app.rentsmart.com
- Their email as the username
- A temporary password generated by RentSmart
If the Primary hasn’t finished onboarding yet, invited teammates will see an “Account Setup In Progress” screen instead of the Dashboard. As soon as the Primary clicks Complete Setup on the wizard’s final step, everyone unlocks on their next page load.
Managing existing teammates
From Organization → Users, you can:- Resend an invitation that hasn’t been accepted
- Change a teammate’s role
- Remove a teammate
- You can’t change your own role
- You can’t delete yourself
- Only the Primary can change the Primary’s role (via Transfer Primary)
- Editors can change other Editors and Viewers, but not Primary
Manage teammates
Full reference for the Users page and role changes.
Transfer Primary
Hand off Primary ownership to another teammate.