Users and roles

Accounts are invite-only. There is no self sign-up.

Invite a person

Admin, Users (or Account, Team members), Invite user.

1. Enter the email and display name.
2. Tick Account administrator if they should manage the account.
3. Add property grants: each property with a role.
4. Press Send invitation.

This creates the user and their grants. It does not send an email today. Tell the person to sign in at app.rentametrix.ai with that exact email. Their first sign-in with a verified email links their login to the invite. A different email, or an unverified one, gets “Account not set up”.

Inviting an email that was deactivated earlier reactivates it. Inviting an active member returns “already active”.

The five kinds of access

Kind	Who sets it	What it gives
Account admin	an account admin or Rentametrix	Invite, deactivate and reactivate members; edit property grants; set role entitlements; approve the account’s AI keys. Account admins see every property in the account.
Member	default	Sees only the properties in their grants
Property role	the admin, per property	PropertyAdmin, PropertyManager and PropertyOwner can read and edit on that property. GuestUser can read only.
Data Reviewer	Rentametrix	Opens the Review inbox and the Sync page for the markets where the account has properties
ResidentRead	Rentametrix	Shows resident names, emails and phones in answers. See resident data access.

Global roles (RtmxAdmin, RtmxRep) are Rentametrix staff. They see every account and are always Data Reviewers. They do not see resident data unless they also hold ResidentRead.

The app nav shows Users to account admins and Users & roles to Rentametrix staff. The Roles and Data reviewers tabs are staff-only.

Change what a person can see

Admin, Users, pick the person. Under Property grants, add or remove a property and set its role, then Save changes. Changes take effect at the next token refresh, within about an hour at most; a new sign-in applies them at once.

Deactivate or remove a person

• Account, Team members, Deactivate: ends the membership and every property grant. The person’s login still exists and can be reactivated.
• Users, the person, Remove from account: the same, from the user page.

You cannot deactivate yourself or the last account admin. Rentametrix can. Details on timing are in revoking access.

Custom roles

Rentametrix staff can create roles with a chosen permission set under Users & roles, Roles. Ask for one if the four built-in property roles do not fit.

What sign-in supports

One Auth0 login with three ways in: Google, Microsoft, or email and password. Multi-factor authentication is available in the login provider and not enforced today.