How do I invite team members, vendors, tenants, or clients?

How do I invite team members, vendors, tenants, or clients?

Use the Send Invites page to invite people into the right workspace.

Steps

1. Open Send Invites.

2. Choose the invite type:

 - **Company** for team members, vendors, and clients linked to a business
 - **Group** for HOAs, boards, and member-based communities

3. Select the correct company or group.

4. Enter one or more email addresses.

5. Add an optional message if you want.

6. Click Send.

What happens next

• The person gets an invite email.

• The invite sends them into PropBot onboarding.

• After they sign up, they are linked to the correct company or group.

• Their access depends on the role and permissions you assign.

Notes

• PropBot currently uses company and group invites.

• There is not a separate invite type just for vendors, tenants, or clients.

• Invite people only into the workspace they should actually use.

• If someone already has an account, they can sign in and join from the invite flow.

Good links

• Send Invites

• My Companies

• My Groups

• Sign Up

• Support

Important URLs Referenced

• Send Invites

• My Companies

• My Groups

• Sign Up

• Support