If you're inviting people to help manage your properties, RentRedi gives you a few different role options to choose from. Here's what each one means and what they can access.
Primary Account Owner
This is the person who owns the RentRedi subscription and controls billing. Also called the primary account holder, this is usually the landlord or property manager running the account.
The primary account owner is the only one who can:
Add or change payment accounts (bank accounts used for rent collection)
Add or change the payment method (card used for subscription billing)
Invite, edit, or remove team members
No teammate-type account, regardless of role, can do any of the above. This applies across the board to Teammate/Property Manager, Maintenance Person, Listing Agent, and Owner (View Only) accounts alike.
Teammate / Property Manager
These are the highest access options available for accounts invited by the primary account owner. The two titles exist to match different business models, a solo landlord might call this person a teammate, while a property management company might call the same role a property manager, but the access is the same either way.
Teammates and property managers can access everything else in the account, aside from the primary account owner limitations above and custom applications.
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Maintenance Person
This role is built for contractors, vendors, and other maintenance personnel. Their access centers on updating and completing maintenance requests.
View access lets them see the request.
Edit access lets them update the status, make changes, and input labor and material costs.
Listing Agent
This role is for an external listing agent or broker who helps with listings and finding tenants. Their access centers on properties, listings, applications, and pre-qualifications.
Owner (View Only)
This role is for property owners who need visibility into their property without editing anything. It's commonly used by property managers who want to give their clients (the actual property owners) a way to check in.
Owners with this role can view their properties, associated charges, and tenants, but they can't make changes to any system data.
Because this role is view-only, its Task access options are limited to Only View or Can't View, rather than the full View & Edit range other roles have. Module access is limited to All Modules, Maintenance, Notifications, Properties, Rent, and Renters, and you'll also choose which properties the owner can see.
Vendor / Contractor
This role is for the plumbers, electricians, HVAC techs, cleaners, and other outside help you work with. Unlike every other role, a vendor or contractor doesn't have to be given access to your account. You can keep them on file purely as a contact, with their trade and insurance details stored alongside your properties, and decide later whether they need to log in.
What you can store
When you choose Vendor / Contractor, the form adds fields the other roles don't have:
Trade type, for example Plumbing, HVAC, or Electrical
General liability expires
Workers' comp expires
W-9 on file, Yes or No
Notes, for anything else worth remembering, like whether they run an emergency line
Only Name is required. Email is optional for this role, so you can add a vendor you only ever reach by phone.
Two kinds of vendor
At the bottom of the details step there's a checkbox, Give this person access to RentRedi. What you do with it determines everything that follows.
Leave it unchecked and the vendor is saved as Contact Only. They're stored in Your Team with their trade and compliance details, they receive no invite email, and they can't log in or see any of your data. This is the right choice for most vendors.
Check it ✔️ and you'll get an extra step, Set Access Rules, where you choose what they can reach. They'll be sent an email invite, and their system access shows as Access Requested until they accept it.
To learn more about Vendor Access after contact has been added, check out our How to Give Vendor/Contractor Access to Your Account.
Notifications for Team Members
Team members receive most of the same notifications as the primary account owner, including updates related to properties, tenants, leases, maintenance, and rent collection, depending on the permissions allowed to their account.
However, team members will not receive notifications related to:
Changes made to payment account details
Verification codes or security confirmations required when updating payment account information
These are only sent to the primary account owner for security purposes.
Team members can manage their notification settings the same way the primary account owner does, from their Settings page.
Need help? 💬
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