Invite your team and set roles

Bilterm works solo, but the moment you bring on a superintendent, a partner, or a bookkeeper, you want roles — not everyone needs to see everything.

Go to Team. The page shows member stats, your own permissions, the members table, and tenant invitations.
Click Invite (Invite Team Member).
Enter the Email (required) and choose the Role (required, defaults to Viewer). Add a Phone (optional) if you want the invitation notification by SMS — include the country code.
The five roles: Admin (everything, including members and org settings), Manager (write access to data), Superintendent and Janitor (building-scoped, read-only), Viewer (read-only). Admin and Manager can write; the other three can’t change data.
For superintendents and janitors, scope the assignment to specific buildings for a dated period — e.g. this building, from June to September. Assignment history is preserved, and you can attach their contract file to the membership.
They get an email invitation with a link to join. Track pending invitations on the Team page.

Tips

Default to the least access that gets the job done. A janitor needs their buildings, not your rent ledger.
Tenant invitations live in the separate Tenants section of the Team page — don’t confuse them with team members. Tenants get portal access, not team roles.
The organization can’t be deleted while members remain — remove everyone first. That’s a safeguard, not a bug.