← Help center · Facility manager guide

Settings, team and permissions

Facility profile, payments, documents, lien rules, renter portal, team members and permissions.

Team and permissions

Team lets you invite staff and choose what each person can do. There are twelve permissions: bookings, customers, billing, units, messages, marketing, website design, reports, payment settings, email settings, team and legal. By default, managers get most of them and staff get bookings, customers, billing, units and messages. Only give *Payment settings* and *Team* to people you trust with bank details and access.

Pages a person can't use are hidden from their menu and blocked on the server.

Settings

Facility profile, business type, payments (gateway), protection plans, lien & lease rules, lease terms, documents, renter verification, renter portal, plan & billing, and account security (two-factor sign-in).

Data export

Data export downloads your data at any time. It's yours.

Managers: these steps are also in your dashboard under Help & support.