Skip to main content

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.

Every RentSmart organization has exactly one Primary — the user who originally signed up the account. The Primary owns billing, can manage all teammates, and is the only one who can transfer the role itself.

What Primary controls

Primary has everything an Editor has, plus two things no one else can do:
  1. Manage all teammates — including changing the role of, and deleting, any Editor or Viewer
  2. Swap Primary — transfer the Primary role to another user

You can’t demote Primary directly

There’s no “make this user not the Primary” action by itself. The only way to stop being Primary is to transfer Primary to someone else. After the transfer, you become an Editor.

How to transfer

The current Primary opens Organization → Users and finds the row of the user they want to make Primary. In that user’s Actions, choose Swap Primary. Confirm. What happens:
  • The selected user becomes Primary
  • You (the previous Primary) become an Editor
  • Only one Primary exists at any time — the swap is instant and atomic
The new Primary now controls billing, teammates, and all Primary-only actions. As an Editor, you keep full read/write access to everything else but can’t change the new Primary’s role or delete them.

Who can become Primary

Any existing Editor on your organization. Viewers can’t be promoted directly — change them to Editor first if needed, then swap.

What if the Primary leaves the company before transferring?

This is something to plan for. The Primary needs to swap before they leave, or you’ll need to reach out to RentSmart support to recover access.
Plan Primary transitions in advance. If your Primary leaves without transferring, there’s no in-portal way to promote someone else — you’ll need to contact support.

Manage teammates

Editor and Viewer invitations and role changes.

Support tickets

Where to escalate Primary recovery issues.