Overview
Managing team members ensures that the right people have the right level of access in Portal.
This article explains how to invite new users, assign or change roles, and remove users when access is no longer needed.
Before You Start
Before managing team members, make sure:
You are logged in to the correct property or organization
You have permission to manage users
You understand the role differences and access levels
Key Concepts
Team Member: A user who has access to Portal.
Role: Defines what a team member can view or manage.
Invitation: An email sent to a user to create their Portal account.
How to Invite New Team Members
You can invite users to your team directly from the Teams section.
Log in to your Portal account.
Go to Teams from the top navigation bar.
Click Add Team Member.
Enter the user’s email address.
Select a role for the user.
Click Send Invite.
Notes
The invited user receives an email with a setup link.
The email address cannot be edited after the invite is sent.
How to Manage Roles and Permissions
Roles control what users can access and modify in Portal.
Roles Overview
Owner
Full access to all Portal features
Can manage all roles, including Owner
General Manager
Full access to all Portal features
Can manage team members except the Owner role
Team
Can view all tabs
Cannot edit apps, Portal Settings, or connected apps
Can create and edit keys
Cannot manage roles or edit other users’ keys
Housekeeping
No access to the Portal dashboard
Can unlock assigned keys only via the Portal app
Installer
Limited access to devices
Can add or remove devices, Goki Air, and key cards
How to Change a User’s Role
You can update a team member’s role at any time.
Go to Teams.
Find the team member.
Click the three-dot menu next to their role.
Select Edit Team Member.
Choose a new role.
Click Edit Team Member to save.
Notes
Role permissions may vary by organization setup.
Assign high-level roles carefully, as they grant full control.
How to Remove a Team Member
Remove users who no longer need access.
Go to Teams.
Find the team member.
Click the three-dot menu next to their role.
Select Remove Team Member.
Confirm the removal.
Notes
Removing a user immediately revokes their access.
Removed users must be re-invited if access is needed again.
Permissions & Access
Role | Access Level |
Owner | Full system access and role management |
General Manager | Full access except Owner role control |
Team | View access and key management |
Housekeeping | Key access only via app |
Installer | Device and hardware management |
Tips / Best Practices
Review team access regularly
Remove inactive users promptly
Assign the lowest required role
Double-check email addresses before sending invites
Troubleshooting / FAQs
What happens if a user doesn’t accept the invitation?
The user remains inactive. Remove the invitation and send a new one.
Can I change a user’s email after inviting them?
No. You must remove the user and send a new invitation.
Why can’t I edit a role?
You may not have permission to manage that role level.