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Features>Team Management
๐Ÿ‘ฅ Lodgic

Your team, your rules,
the right access for everyone.

Invite your bookkeeper, property manager, co-host, or business partner and control exactly what they can see and do. Four roles, email-based invitations, and seat limits that scale with your plan.

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4 roles: Owner, Admin, Member, Viewer
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Email invitations with 7-day expiry
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Seat limits scale with your plan
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Works across Books and Manage
Role-Based Access

Four roles. Clear boundaries. No confusion.

Not everyone on your team needs the same access. Lodgic provides four distinct roles so you can give each person exactly the permissions they need. Owners have full control. Admins can manage properties and team members. Members can enter data and view reports. Viewers get read-only access for accountants or passive partners who just need to see the numbers.

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    Owner: full account control, billing, and team management
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    Admin: manage properties, transactions, and invite members
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    Member: add transactions, upload receipts, and view reports
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    Viewer: read-only access to all data and reports
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    Roles apply across both Books and Manage portals
Team Members
๐Ÿ‘ค You
you@email.com
Owner
๐Ÿ‘ค Sarah (Bookkeeper)
sarah@accounting.com
Admin
๐Ÿ‘ค Mike (Co-host)
mike@email.com
Member
๐Ÿ‘ค Lisa (Partner)
lisa@email.com
Viewer
Team Seats4 of 5 used
Email Invitations

Send an invite. They join in one click.

Adding someone to your team takes seconds. Enter their email, pick a role, and send. They receive a link that lets them create an account and join your organization immediately. Invitation links expire after 7 days for security. You can revoke access or change roles at any time from the team settings page.

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    One-click email invitations
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    Choose role before sending
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    7-day link expiry for security
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    Revoke access or change roles anytime
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    Seat limits enforced per plan tier
Pending Invitations
โœ‰๏ธ jen@cleaningco.com
Role: Member ยท Sent Mar 25 ยท Expires Apr 1
Pending
โœ‰๏ธ cpa@taxfirm.com
Role: Viewer ยท Sent Mar 27 ยท Expires Apr 3
Pending
How It Works

Add your team in minutes.

No complicated setup. Just email, role, and send.

1

Open team settings

Go to Settings and click Team Management. You will see your current members and available seats.

2

Send an invitation

Enter the person’s email and choose their role: Admin, Member, or Viewer. Click invite.

3

They join your org

Your teammate clicks the email link, creates an account, and immediately sees the properties and data their role allows.

Your team. Perfectly organized.

Team Management available on Business plans. Invite your bookkeeper, co-host, or partner today.

Start for Free →
Free forever on 1 property
No credit card required
IRS-ready from day one