How do I change what an invited user can see and access?

You can update module permissions for any active invited user at any time from the Settings → Users page.

Step-by-step

1. Go to Settings → Users
2. Find the user in the team members list
3. Click the key icon next to their name (only available for "Active" users — pending users must accept their invitation first)
4. In the permissions modal, check or uncheck modules:
   • Checked = the user can see this module in their sidebar and access it
   • Unchecked = the module is hidden from their sidebar and inaccessible
5. Click "Save Permissions"

Changes take effect immediately on the user's next page load or navigation. They do not need to log out and back in.

Available modules to grant or revoke

• Buildings, Tenants, Tenant Billing, Invoices, Invoice Reader, Cost Allocation, Reports, Analytics, Tenant Hub

Special cases

• If you uncheck ALL modules, the user will only see Dashboard and My Account. A warning message appears: "User will have no module access."
• The "Select All" / "Deselect All" button lets you quickly grant or revoke all permissions
• Dashboard and My Account are always visible — they cannot be removed

For pending users

The key icon is greyed out for users who haven't accepted their invitation yet. You set their initial permissions during the invitation process, and can change them after they activate their account.

Removing a user entirely

If you want to revoke all access (not just hide modules), click the trash icon next to the user to remove them from your account. This is permanent — they will lose all access and would need a new invitation to rejoin.

Where to manage: Settings → Users → click the key icon next to the user's name.