Set up your company and team
Update your company's details and logo, invite team members, and change their roles.
Your company's details are under Settings → General, and your team is under Settings → Members. Changing the company's details needs permission to manage settings, which only the Owner role has by default. Other members can see the details but not edit them.
Company details
Update your company's information under Settings → General:
- Logo — Upload a JPEG, PNG or WebP image up to 5 MB. It saves as soon as you choose or drop the file
- Company name — Your business name (required)
- Property focus — Residential, Commercial, Mixed-Use, Student housing, Senior living, Vacation rental or Other
- Description — A brief description of your company (up to 500 characters)
- Business email — Your company contact email
- Business phone — Your company phone number
- Website — Your company website URL
- Business address — Your office or business address, picked from address suggestions
Team management
Manage your team under Settings → Members.
Inviting team members
- Go to Settings → Members
- Choose Invite Member
- Enter the person's email address, then their name and phone number
- Choose their role — Owner, Admin, or User
- Send the invitation
They get an email invitation and join with the role you choose. If the address already has a TenantSee account, the person chooses whether to accept; otherwise TenantSee creates an account for them. Invitations that are still waiting show under your members with a Pending badge, and you can send them again or cancel them.
Your plan limits how many team members you can have. See Choose, change or cancel your plan.
Changing roles
Open a member's menu and choose Change Role. Roles can be changed between Owner, Admin, and User at any time. You can't change your own role.
Removing team members
To remove someone from your company:
- Find them in the team list
- Open their menu and choose Remove User
- Confirm the removal
Only users with the Owner role can remove team members. See Choose a role for each team member for what each role can do.
Monthly report email Growth plan
On the Growth plan and up, TenantSee can email a summary of the previous month on the 1st. Turn it on under Settings → General. See Track rent collected and owed.
Multi-company support
TenantSee supports users belonging to multiple companies. If you manage properties under different companies, you can switch between them using the context switcher in the account menu. Each company has its own buildings, tenants, payments, and settings.
Articles connexes
- Choose a role for each team member
See what Owners, Admins and Users can do, and which role to give each person on your team.
- Choose, change or cancel your plan
Compare what each plan includes, change or cancel your plan, and see what the auto-pay fee covers.
- Update your profile and preferences
Change your name, phone number, photo, email address, language and theme.
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