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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.

The Users tab of the Organization page is where you invite teammates, change roles, and remove users. URL: app.rentsmart.com/organization.

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The two roles you can invite

  • Editor — full read/write access to all shared data (properties, leads, households, billing, settings)
  • Viewer — read-only access; can see everything but can’t change anything
Primary is not invitable — it’s transferred via Swap Primary.

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Inviting a teammate

Click + Invite Sub-User in the top-right. Fill out:
  • Email Address — a new account will be created with this email
  • First Name
  • Last Name
  • Role — Editor or Viewer
Click Send Invitation. The invitee gets an email with their login info and a temporary password. They’ll be prompted to change it on first login.

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The Users table

Five columns:
  • Name — the teammate’s name
  • Email — their address
  • Role — Viewer / Editor / Primary
  • Added — when they joined
  • Actions — Change Role / Swap Primary / Delete (depending on your permissions)

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What each role can do to others

ActionViewerEditorPrimary
Invite usersNoYesYes
Change another Viewer/Editor’s roleNoYesYes
Delete another Viewer/EditorNoYesYes
Change the Primary’s roleNoNoN/A
Delete the PrimaryNoNoN/A
Swap PrimaryNoNoYes
Change own role or delete selfNoNoNo
A few rules baked in:
  • No one can change their own role or delete themselves
  • Editors can’t act on the Primary
  • Only the Primary can transfer Primary

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Billing access for teammates

Editors have full access to Billing — including adding, editing, and removing payment methods. If you don’t want a staff member to manage payments, invite them as a Viewer (they can see Billing but can’t change anything).
Viewers can see billing data but cannot modify it.

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Resending or revoking an invite

If a teammate hasn’t accepted yet, their row in the Users table still shows the invite status. Use the row’s Actions to resend or remove.

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When a teammate logs in for the first time

The first login goes through a Password Change Required screen — they enter the temporary password from the invite email and set their own. If the Primary hasn’t finished onboarding, invited teammates see an “Account Setup In Progress” lockout instead. They get full access as soon as the Primary clicks Complete Setup.

Transfer Primary

How to hand off Primary ownership.

Organization settings

Brand assets, slug, contact info, and business address.