Stakeholders

Stakeholders are the people associated with your units: owners, tenants, and responsible parties.

Roles Explained

The three roles are primarily organizational labels to help you track who is associated with each unit. All stakeholders can view the unit's invoices and payment history.

Owner

The property owner - useful for tracking ownership information.

Tenant

The current occupant - helpful when the tenant is different from the owner.

Responsible

The person who should receive invoices and pay - this is typically who you bill.

Tip: One person can hold multiple roles. For example, an owner who lives in their unit can be assigned as both Owner and Responsible.

Inviting Stakeholders

During Unit Creation (Manual or Wizard)

1. Create your units using the "Add Unit" button or the Units Wizard
2. Go to the unit's page and click the "Edit" button (pencil icon) to add stakeholder emails
3. Once emails are saved, you can send invitations directly from the unit page or the Invitations tool

Using the Bulk Invitation Tool

To invite multiple stakeholders at once:

1. Go to your group and navigate to Invitations (or "Send Invitations")
2. Select the units you want to invite stakeholders for
3. Click "Send Invitations" to send emails to all unconfirmed stakeholders in the selected units

Adding to Existing Units

1. Go to the unit's page
2. Click "Edit"
3. Enter the stakeholder's email and Save
4. Click the "Send Invitation" button that appears next to the new email

Pending Invitations

View and manage pending invitations:

1. Go to Invitations in your group
2. See who has pending invites
3. Resend invitations if needed
4. Cancel invitations that are no longer needed

Bulk Invitations

Invite stakeholders for multiple units at once:

1. Go to Invitations → Bulk Invite
2. Select units without assigned stakeholders
3. Enter email addresses
4. Send all invitations at once

Stakeholder View

When stakeholders log in, they see:

• Their assigned units
• Invoice history
• Payment options
• Current balances

They cannot:

• See other units
• Access manager functions
• Modify unit settings