Staff Management

What It Does

Staff Management lets you invite team members, give them the right permissions, and assign them to specific communities. Everyone sees only what they need to see, and you stay in control.

Who It's For

Property Management Companies using LotWize to manage HOA portfolios.

How to Use It

Step 1: Invite a New Staff Member

Go to "Staff Management" in the sidebar and click "Invite Staff." Enter their name, email, and role. Roles include Admin, Manager, Accountant, and Support.

Step 2: Set Permissions

Each role has default permissions, but you can customize them. For example, let a Manager see all communities but only edit the ones you assign. Toggle permissions on or off for each person.

Step 3: Assign Communities

In the staff member's profile, use the "Communities" tab to assign them to specific HOAs. They will only see those communities when they log in. You can reassign anytime.

Common Issues

Q: A staff member sees communities they should not see. A: Check their community assignments. Remove any communities they should not have access to, and the change takes effect immediately.

Q: Can a staff member work in multiple PMCs? A: No. Each staff account is tied to one PMC. If someone works for two companies, they need two separate logins.

Pro Tips

• Use the "Support" role for temporary or seasonal staff — it has the most limited access.
• Review staff permissions quarterly. People change roles, and old access can become a risk.

Related Features

• Communities
• Onboard Wizard
• Dashboard

Need Help?

Contact support at support@sanafai.com