Workspace · 4 min read

Set up your workspace and team

Create a clean organisation structure with roles and access that match how your property operates.

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Model the way your team works

Use departments, teams, and roles to make ownership visible. Keep administrator access limited and give each person only the tools needed for their work.

Add team members

Open workspace settings, choose team members, and send invitations to verified business email addresses. Review pending invitations regularly and revoke any that are no longer needed.

Use roles consistently

Create reusable roles for front desk, housekeeping, finance, supervisors, and leadership. Test a role before assigning it widely, especially where payments, exports, or employee information are involved.

Maintain access

Review access whenever responsibilities change and remove users promptly when they leave. A short monthly access review keeps the workspace easier to manage and safer.