> ## 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.

# Invite teammates

> Add Editors and Viewers to help manage properties.

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).

## 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              |

Only one Primary exists per organization, and it's transferred — not assigned. See [Transfer Primary ownership](/organization/transfer-primary).

## How to invite

Three places to invite from — they all do the same thing:

1. **Onboarding wizard → Invite Your Team step** (only on first setup)
2. **Organization page → Users tab** at [app.rentsmart.com/organization](https://app.rentsmart.com/organization)
3. **Sidebar → Organization → Users**

Fill out:

* **First Name** and **Last Name**
* **Email** — where the invitation goes
* **Role** — Editor or Viewer (defaults to Editor)

Click **Send Invitation**.

## What your teammate sees

The invitee gets an email with:

* A login link to [app.rentsmart.com](https://app.rentsmart.com)
* Their email as the username
* A **temporary password** generated by RentSmart

On their first login, they're prompted to set a new password. After that, they're in.

<Note>
  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.
</Note>

## Managing existing teammates

From **Organization → Users**, you can:

* Resend an invitation that hasn't been accepted
* Change a teammate's role
* Remove a teammate

A few rules:

* You can't change your own role
* You can't delete yourself
* Only the Primary can change the Primary's role (via [Transfer Primary](/organization/transfer-primary))
* Editors can change other Editors and Viewers, but not Primary

<CardGroup cols={2}>
  <Card title="Manage teammates" icon="users-gear" href="/organization/teammates">
    Full reference for the Users page and role changes.
  </Card>

  <Card title="Transfer Primary" icon="crown" href="/organization/transfer-primary">
    Hand off Primary ownership to another teammate.
  </Card>
</CardGroup>