Adding team members

Before you touch a property or a lease, get your team set up. Everyone who logs into Vespy — staff, tenant, owner, or vendor — has an account distinguished by a role. This guide covers the staff side: adding the people who will run the portfolio day to day.

1. Go to Staff Users

From the left sidebar, open Organization > Staff Users.

2. Create the account

Click Create user, and fill in:

• Email
• Full name
• Phone (optional)
• Role — admin, manager, or staff
• Password — at least 8 characters
• Active user (checked by default)

Click Create user to save.

Note

This isn’t an email invite — you’re setting the new teammate’s password yourself, right here. They can log in with it immediately, so share it with them directly (in person, or over a secure channel) and encourage them to change it once they’re in. Only an admin can create new users; the Create user button won’t appear for managers or staff.

Roles, in short:

Role	Can do
admin	Everything, including adding/removing other users and organization settings
manager	Runs the portfolio — properties, leases, accounting — but can’t manage users
staff	Day-to-day operations; narrower access on some screens

3. Manage the team later

The Staff Users list lets you search by name, email, or phone, and filter by role. Click anyone’s row to open their detail page, where Edit user lets you change their role, phone, or reset their password — and Delete user removes their account entirely (admin only, and you can’t delete yourself).

To deactivate someone without deleting their history, edit their record and uncheck Active user rather than deleting it.

Note

Your own account works the same way. Click your name or avatar to reach My Profile — it’s the same detail page as any other staff user, just scoped to you.

Afterwards

• Adding an owner — the next record most portfolios need.
• Onboarding a property — the core leasing path.