Team Management

Add team members, assign roles, and manage permissions.

On This Page

Overview

Manage your team at /site_admin/users. Add team members with appropriate roles to collaborate on your website.

Team & Users Page

The Team & Users page displays all team members with their roles and provides options to invite new members or manage existing ones.

Adding Team Members

Go to /site_admin/users/new to add a new team member.

Steps to Add a User

  1. 1

    Enter email address

    The user's email will be their login credential

  2. 2

    Enter name details

    First and last name for identification

  3. 3

    Select role

    Choose Owner, Admin, or Member based on their responsibilities

  4. 4

    Click Create

    System sends an invitation email with password setup link

Invitation Email

New users receive an email with a link to set their password and complete their account setup.

User Roles

PropertyWebBuilder uses three roles with different permission levels:

Owner

Full access to all features and settings.

  • All property management
  • All website settings
  • Manage all users
  • Billing access
  • Delete website data
  • Full analytics access

Admin

Can manage most features except billing and owner-level settings.

  • Create/edit properties
  • Website settings
  • Manage lower-role users
  • View analytics
  • Cannot access billing
  • Cannot manage owners

Member

Limited access, mainly viewing with some editing capabilities.

  • View all properties
  • Edit property details
  • View analytics (read-only)
  • No user management
  • Limited settings access
  • No billing access

Managing Users

Edit User Details

Update name, phone number, and role at /site_admin/users/:id/edit

Deactivate User

Temporarily remove access without deleting the user account

Reactivate User

Restore access for a previously deactivated user

Resend Invitation

Send the invitation email again if the user didn't receive it

Remove from Team

Completely remove a user's access to the website

Permission Rules

Important rules about managing users:

You cannot modify users with equal or higher roles than yourself

You cannot remove or downgrade yourself

The sole owner cannot be removed or downgraded

Only Owners and Admins can manage team members

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