Overview
With TurboTenant’s Team Roles feature - available exclusively with our Premium Plan - you can invite users called Admins or Assistants to help manage your account. This feature allows seamless collaboration so others can share the workload of managing your properties.
Right now, there are 2 types of roles offered.
Admins have nearly full access to your account, similar to the Account Owner. They can perform most actions within your TurboTenant dashboard, making them ideal for trusted collaborators like family members or business partners. However, they cannot manage or invite additional users—only the Account Owner has that ability.
Key Points About Admins:
Have access to all properties and portfolios
Can perform almost all actions the Account Owner can
Cannot be limited to specific properties or portfolios
Cannot manage or invite users
Recommended for individuals you fully trust
Assistants are designed for team members who need more limited access. You can restrict their visibility to specific properties or portfolios. While they can help with many day-to-day management tasks, there are key limitations to what they can do in your account.
Assistants Cannot:
Add, edit, or delete properties
Add, edit, or delete bank accounts or entities
Purchase subscriptions
Modify rent payment settings
Modify ACH fee or payout speed settings
Message renters
Access REI Hub (TurboTenant Accounting)
Use the TurboTenant mobile app in landlord mode
Assistants Can:
Be assigned to specific properties or portfolios
Help manage tasks and workflows (with the limitations above)
Create Charges & Select the bank account (but cannot add a new bank account)
Why Use Access Management?
If you have colleagues, business partners, or family members who help you manage your properties, Access Management allows you to share access to your TurboTenant account securely. You can easily add an Admin to help with tasks such as:
Managing rental applications
Handling rent payments
Overseeing maintenance requests
Creating lease agreements, condition reports, forms and e-signs
By sharing access, you can distribute the responsibilities in a more secure way.
How to Add an Additional User to Your Account
Inviting an Admin or Assistant to your TurboTenant account is simple. Follow these steps:
1. Log in to your TurboTenant account. Note: You must be an account owner to add additional users.
2. Navigate to the "Account > Settings" tab at the bottom of the left-hand side navigation bar.
3. Scroll down to the Additional Users section and click "Add User."
4. Enter the first & last name and email address of the person you’d like to invite. Then, choose their role.
4. Click the “Add User” button to send the invitation. Once they accept, they’ll use their own email and password to sign in to your account.
Note: You can invite multiple users as needed.
Revoking Access:
You can revoke access for an additional user anytime by following these steps:
Navigate to the "Account > Setting" tab at the bottom of the left-hand side navigation bar.
Scroll down to the Additional Users section.
Find the user you want to remove and click the Ellipsis to the right of their name, then select Delete.
This will revoke their access.
Note: Only the account owner can revoke access for an additional users.
ⓘ Have ideas on how we can improve Team Roles?
Share your thoughts and suggestions on our Canny feedback form and help shape the future of this feature!
Frequently Asked Questions
Q: Can I limit what an additional user can do on my account?
A: So far the way you limit access is by the role you assign. If you want to limit a user to certain properties or portfolios, you will want to choose the Assistant role.
Q: How many additional users can I add to my account?
A: There’s no limit to the number of Admins or Assistants you can invite during the beta phase.
Q: Can Admins remove the Account Owner (primary user)?
A: No, only the primary account owner retains the ability to manage access to users. They are the only ones who may invite or delete users.
Q: What if my additional users don’t receive their invitation email?
A: Please recheck the spelling of the email (misspelling happens more than you think) and then ask them to check their spam or junk folder. You can also resend the invitation email on the Account Settings page. If the issue persists, contact TurboTenant Customer Support.
Q: Do additional users receive emails from TurboTenant? Is it possible for Admins to receive notifications via email when new applications or rent payments are received?
A: We are in the process of enabling email notifications for additional users. This is being done every week. Additional users can manage their own preferences by going to "Settings > Advanced > Notifications". Those settings will apply to all emails they receive at their email address, which could span across multiple accounts that the user helps manage.
Q: If I manage the property owners' rentals and they want to access their rentals, can I provide them with access?
A: Yes, you can give the property owner access using this feature. Consider which role works best for your situation.