Sometimes you want to be able to share Your.Rentals data with other people so that you can work together.
Perhaps you're a property manager and would like to allow the owner of the property to understand how it's being run. Or maybe you need to keep maintenance or housekeeping staff up to date on when guests will be around. Or perhaps you're not the only person with an interest in the property, and you want your family members or coworkers to be able to help you manage it.
Regardless of your situation, you're able to give certain permissions to your team and partners.
You can allow team members (collaborators) to view and calendar, block dates or receive notifications when bookings are received, view selected KPIs and see their assigned tasks.
This article explains how to invite a team member and how to choose which permissions you would like to give them.
Adding a Team Member
To add a team member, go to your Profile Page and select People&Access on the left hand side. Click on Invite user:
Enter your team member' contact details. They will need to accept the invitation to collaborate with you, so make sure that these details are correct.
Choosing Permissions
Choose the permissions you would like for your team member.
Calendar
You can give them View Only access to your Calendar, which means they will only be able to view the calendar and upcoming bookings for the listing(s) selected, or you can allow them to View & Edit.
If you choose View & Edit, your collaborator will be able to view the calendar, as well as Add bookings and Block dates. They will also be able to remove any bookings or dates that they have added themselves.
However, they will not be able to remove or change any bookings that they did not add. You are still responsible for keeping your calendar up to date. You can edit or remove any bookings or blocked dates added by your collaborator at any time.
Collaborators cannot view rates & discounts, edit the listing or property details, view any of your account information or view any properties that you don't invite them to.
By default, your team member will receive booking notifications when bookings are confirmed or cancelled.
Reports (KPIs)
You can share performance metrics and KPIs with your team members. You can choose which KPIs to share with each person — for example, Total Rental Revenue, Occupancy Rate, or Average Revenue per Booking. This ensures collaborators only see the insights that matter to them.
Select the metrics you want to share with your team member:
Tasks
If you've assigned tasks to your team members through Task Manager, these will show when they log in to their team member portal.
Select which listings you would like to share with your team member. You can either choose specific listings, or share all your listings with them.
Be aware that by choosing All current and future listings, any new listings that you add in the future will be automatically shared with your collaborator. If you might be adding properties in the future that you don't want this team member to be able to access, you should not select this option.
What happens next?
Your Collaborator will receive an email invitation to join Your.Rentals as your team member. If they do not accept this invitation within 1 month, you will need to send it again by following the procedure above. You can edit your team member's permissions or remove them at any time.
Your team member will be able to view the calendar and KPIs for your selected listings as well as their assigned tasks. Depending on which permissions you gave them, they may also be able to add bookings, and view guests' details.
What should I tell my Team Member?
You should always inform a team member before you send them an invite. Otherwise, they may disregard the message.
We have prepared a short help guide for Team Members, which you may wish to send them.