Pro account setup

Manage Pro and HOA team access

Keep shared business information available only to current organization members.

ProsHOAs4 min read

Invite the right people

Use the Team area to give current employees, board members or approved vendors the access required for their responsibilities. Avoid shared personal accounts.

Reserve owner actions

Workspace owners control high-impact settings such as connected calendar credentials, API keys, webhooks and organization configuration.

Review access regularly

Remove people who no longer work with the organization and revoke integration credentials that no longer have a clear owner or purpose.

Did this answer your question?Contact support if you need help with a specific account or connection.
Contact support