Team Management

User Roles

LodgeX PMS supports multiple roles to control what each team member can access:

• Admin — Full access to all features including settings, billing, team management, and financial reports. Admins can invite other users and change roles.
• Manager — Can manage properties, units, tenants, leases, work orders, and record payments. Cannot access organization settings or team management.
• Staff — Limited access focused on day-to-day operations like updating work orders and viewing property details. Cannot create or modify leases or access financial data.

Inviting Team Members

1. Go to Settings > Team.
2. Click Invite Member.
3. Enter the person's email address and select their role.
4. They will receive an email invitation to join your organization.

Managing Existing Members

From the Team page you can:

• Change a member's role
• Remove a member from your organization
• View when each member last logged in

Best Practices

• Follow the principle of least privilege — give each person only the access they need.
• Use the Admin role sparingly. Most day-to-day users should be Managers or Staff.
• Review team members periodically and remove anyone who no longer needs access.