How do I set up my team in the dashboard?

Now you have more flexibility on setting up your team through the PadSplit dashboard. You can assign a) owner/operator tags b) roles and c) communications preferences per property so we can send the right information to the right person at the right time.

Setting roles for your property team will determine what access each team member has within the product. For example, a finance role will only have access to financial information. Separately, you can set communication preferences to determine which communications teammates will receive about the property. You can find a guide for each role function and communication preference at the bottom of this article.

On the teams tab in your dashboard, you will find a list of members of your team for any of your properties. You can click on each individual to view full information about each of the properties they are part of and which role they are assigned to. You will also be able to see the team preferences by property.

By pressing the “Invite” button, you can invite any individual to be part of your team. You will need to fill in the email of that person and choose the property and role they should be assigned to.

For more details and a step by step guide, please watch this video.

Owner vs. Operator (Determines who owns vs. operates property; this can be the same contact) 

• True Owner: The owner should be the person who actually owns the property, whether this is the person who is being paid by PadSplit or not.
• Operator: The operator should be whoever works to manage the day to day operations for the property, whether this is the owner or a property manager.

Roles (Determines what level of access a team member has) 

• Property Superadmin: Can make changes to the team and account. Can take any action and see anything on the dashboard.
• Property Admin: Can view/edit all information for the property but cannot make changes to the team and account. 
• Finance: Can view/edit financial information for the property, but cannot view or edit management functionality (e.g. the Tasks Board) 
• Management: Can access day-to-day management functions but cannot view or edit financial information for the property.

Communications Preference (Determines what communications a team member receives) 

• Finance Contact
• Will be contacted about any finance-related information for the property.
• There must be at least one finance contact.
• Daily Management Contact
• Will get all the communications related to the day-to-day management of the property (emails, sms, and manual calls/emails).
• There must be at least one Daily Management Contact
• Emergency Contact
• Will be contacted in case of emergencies.
• There must be at least one Emergency Contact.