Account, team and roles

Before you start

• Permission to manage the team and invitations.
• The invitee’s name, email and intended role.

Overview

Set up your account, invite the team and choose who can access each part of the operation. Use the chapters to follow each step in the recording and refer back to the written instructions.

The setup guide

Use the setup guide to identify completed account work and your next step. The list separates account, bookings, conversations, team, portfolio, Carmen and guest journey.

Your team

In Settings, review team roles, status and last access. Use the filters before inviting more people.

Invite a person

Enter the invitee’s name, email and role. The recording prepares the invitation and stops before sending it.

Roles and responsibilities

Choose a role for the responsibility. Admin manages the account; Owner reviews data; Manager handles daily operations; Member reads and handles assigned tasks.

Wrap-up

Check your property’s data before carrying out the demonstrated actions. Continue with the related guides below to review the previous and next parts of the workflow.