Managing agent (housing & support)Open Team
Invite landlords whose properties you manage
Updated 2026-05-15
Where it lives
- From the left nav, click Team. URL:
/team. - Click + Add member in the top right.
- The Add team member dialog opens.
The invite form
Three required fields, two optional:
- Full name — required. Up to 200 characters. The landlord's real name.
- Email — required. PropFlow validates uniqueness across landlords, tenants, and tradespeople — an email already in use anywhere on PropFlow will be rejected.
- Role — required. As an org-admin you'll see two buttons: Property Manager and Landlord. As a PM you'll only see Landlord. Click Landlord.
- Assign to PM (optional) — only visible when role is Landlord and there's at least one PM in the org. Pick the PM this landlord should report under. Leave blank to have the landlord report directly to you (org-admin).
- Phone — not in the invite form; it's collected later in the landlord's own onboarding wizard (or you can fill it in from the user profile after they accept).
Click Send invite.
What happens behind the scenes
- A landlord row is created with
role = "landlord",onboarding_complete = false, andadded_byset to either the PM you picked or yourself. - A Supabase auth user is created with a temporary password.
- Supabase sends a magic-link email via the
invite_user_by_emailflow. - The landlord lands in your Team list with a "Pending" badge until they accept.
What the landlord experiences
- Receives a "You've been invited to PropFlow" email.
- Clicks the magic link → authenticated session established.
- Lands at
/auth/callback→ redirected to/onboarding. - Sets a password (≥8 chars).
- Reviews their profile and clicks Complete setup.
- Lands at
/dashboard.
What the landlord sees once onboarded
- Their own properties — every property you've added to their record, with full visibility into compliance, tenancies, and documents.
- Their own audit log — every action taken on their portfolio, by anyone.
- Limited team visibility — they can see who in your firm is acting on their behalf, but they can't see other landlords' portfolios.
- No property-creation UI — that's done by you (or a PM) on their behalf.
The hierarchy underneath
PropFlow enforces this reporting chain under /team:
org-admin (you) ↓ property-manager (optional) ↓ landlord
A landlord reports to either a PM (if you assigned one) or to you directly. Reassignment between PMs is via the Team hierarchy view → Reassign PM button — org-admin only.
Common gotchas
- Email already in use. The landlord's email is already on PropFlow elsewhere (another org as a landlord, or as a tenant, or as a tradesperson). Ask them to use a different email, or contact support if you think it's a legitimate dual-role situation.
- Spam folder. Magic-link emails often land in spam for new senders. Tell the landlord to check spam if they don't see the email within a minute.
- Stale invite. Magic-links expire. If the landlord delays for too long, the link won't work — resend from Team.
- PM-only invite. A property manager can only invite landlords (not other PMs). If you need to add a PM, only the org-admin can do that.
Next steps
- Invite property managers (optional) — if you have staff who'll manage subsets of your landlords.
- Add a property on behalf of a landlord — the natural next thing.
FAQ
- Can my landlords add their own properties?
- Not within your managed organisation. In a managed-agent setup, property creation is the org-admin's or PM's responsibility — the landlord is the owner record, not the operator. Landlords logged into your org can see their own properties, compliance status, and tenancies but they don't add new properties from inside the org. (A separate scenario: if a landlord wants to manage their own portfolio independently, they self-register their own org.)
- What's the difference between added_by and owner?
- added_by tracks who invited the landlord (the org-admin or property manager). It controls RLS — a PM only sees landlords they themselves invited. Owner is who actually owns the property — the landlord record. The two are different concepts: a landlord can be added_by one PM and own properties that were created by another user.
- Can I reassign a landlord between PMs?
- Yes — org-admins only. From the Team hierarchy view, click the landlord row, then Reassign PM. Pick a different PM from the dropdown. The landlord's added_by updates, so RLS visibility shifts to the new PM. The new PM can then see the landlord and act on their behalf.
- What if the landlord doesn't respond to the magic-link?
- They stay in the invited-but-not-onboarded state. You can still add properties to them (you're the one creating them; the landlord just owns the record). They won't be able to log in until they accept the magic link and complete onboarding. From Team, you can resend the invite or remove them.
Ready to do this now?
Opens the relevant page in your PropFlow account.