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Portal-Add Team Members to an Organization

How to Add a team member to an Organization

Sarah Mousavi avatar
Written by Sarah Mousavi
Updated over a month ago

Overview

If you manage multiple properties, you can organize them under one Organization in Portal.
This allows you to invite users once and assign them to one or more properties with specific roles.

This article explains how to invite organization-level team members, assign roles and properties, edit permissions, and remove users.

If you manage only one property, you can invite team members directly from the Teams section instead.


Before You Start

Before inviting or editing organization members, make sure:

  • Your account is set up as an Organization

  • You have permission to manage organization users

  • You know which properties the user should access


Key Concepts

  • Organization: A group that contains multiple properties.

  • Organization Owner: A user with access to all properties and role management.

  • Assigned Property: A property a user can access based on their role.


How to Invite Team Members to an Organization

You can invite one or more users and assign them to specific properties.

  1. Log in to your Portal account.

  2. Go to Settings.

  3. Open OrganizationTeams.

  4. Click Add Team Member.

  5. Enter one or more email addresses.

  6. Enable or disable Organization Owner.

  7. Select a role and assign one or more properties.

  8. Click Invite.

Notes

  • Invited users receive an email with an account setup link.

  • Email addresses cannot be edited after the invitation is sent.


How to Edit Roles and Assigned Properties

You can update a user’s role or property access at any time.

  1. Go to SettingsOrganizationTeams.

  2. Find the team member in the list.

  3. Click the pencil icon next to their name.

  4. Update the role or assigned properties.

  5. Click Save.


Roles Overview

Owner

  • Full access to all Portal features

  • Can manage all team members, including Owners

General Manager

  • Full access to all Portal features

  • Can manage team members except Owners

Team

  • Can view all tabs

  • Cannot edit Spaces, Devices, 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 via the Portal app only

Installer

  • Limited access to devices

  • Can add or remove devices, Goki Air, and key cards


How to Remove a Team Member

Remove users who no longer need access to the organization.

  1. Go to SettingsOrganizationTeams.

  2. Find the team member.

  3. Click the trash icon next to their name.

  4. Type remove to confirm.

  5. Click Remove.

  • Removal takes effect immediately.

  • Removed users must be re-invited to regain access.


Permissions & Access

Role

Organization Access

Owner

Full access to all properties and users

General Manager

Full property access, limited user control

Team

Property access with limited editing

Housekeeping

Key access only via app

Installer

Device and hardware access


Tips / Best Practices

  • Assign the minimum required role

  • Review organization access regularly

  • Remove inactive users promptly

  • Double-check email addresses before inviting


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 an invited user’s email address?
No. You must remove the invitation and invite the user again.

Why can’t I edit a user’s role?
You may not have permission to manage that role level.


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