Inviting your team

Roles

Estate-HQ has three internal roles:

• Agency owner — full access including billing
• Agency manager — can edit everything except billing
• Agency staff — day-to-day operations, no settings access

Tenants, landlords, and contractors get their own portals (separate from staff).

Invite a user

Settings → Team → Invite user. Enter email + name + role. They get a token-signed email with a one-time link to set their password.

Per-branch access

If your plan supports multiple branches, you can restrict a staff member to a single branch. They'll only see records (properties, tenancies, agreements) that belong to that branch.