Invite property managers (optional)

Who can invite PMs

Only org-admins can invite property managers. If you're a PM yourself, the "Property Manager" button is hidden in the Add member dialog — you'll only see the "Landlord" button.

Where it lives

1. Sign in as org-admin and click Team in the left nav.
2. Click + Add member.
3. The Add team member dialog opens.

The invite form

• Full name — required. Up to 200 characters.
• Email — required. Validated as unique across all PropFlow user types.
• Role — required. Pick Property Manager.

Click Send invite.

No phone field on the invite — the PM provides their phone during their own onboarding flow.

What happens when the PM accepts

1. They click the magic-link in their email.
2. Authenticated session established at /auth/callback.
3. Redirected to /onboarding.
4. Set a password, pick their preferred channel (Email / WhatsApp / SMS).
5. Complete setup → land at /dashboard.

What the PM can do

• Invite landlords — same form as you, but only the Landlord role button is visible.
• Add properties on behalf of their landlords — same 4-step wizard, with the Owner picker scoped to landlords they invited.
• Run compliance — upload certificates, set deadlines, etc.
• Dispatch maintenance — receive job alerts, assign tradespeople from the firm's Power Team.
• Message tenants — via WhatsApp / SMS / email through PropFlow.
• See their own audit log — every action they took.

What the PM cannot do

• See other PMs' landlords or properties — RLS scopes by added_by at the database level. Not just UI hiding.
• Invite other PMs — org-admin only.
• Reassign landlords between PMs — org-admin only.
• See billing / change the plan — org-admin only.
• Access platform-level admin pages — System Configuration, Security, AI Provider, etc. — org-admin only.

The hierarchy in your firm

you (org-admin)
   ↓ invite
property managers
   ↓ invite
landlords

Both you and your PMs can invite landlords. The difference is scope: yours go directly under you; theirs go under them. You can reassign landlords between PMs from the Team hierarchy view at any time.

Common gotchas

• "Email already in use." — the PM has a PropFlow account already (likely as a landlord on another org). They'll need a fresh email, or you can contact support.
• PM can't see the landlord I invited. Expected — RLS only shows each PM the landlords they themselves added. To make a landlord visible to a different PM, use the Reassign PM action.
• PM tries to add a property but the Owner picker is empty. They have no landlords assigned yet. Invite landlords first, or reassign existing ones to this PM.

Next steps

• Invite landlords whose properties you manage — your PM can now invite landlords too.
• Add a property on behalf of a landlord