Account and Team
Invitations, roles, history export, and account deletion.
- Inviting team members step-by-step1. Open Settings → Team.
- How to invite a team memberGo to Settings → Team and click Invite Member. Enter their email address and choose a role. A pending profile is created and the invitee gets an email with the sign-in link.
- Team roles and permissions explainedAdmin: full access — manage properties, fee schedules, templates, team, billing, and review sign-off.
- How to change a team member's roleAdmins can change roles from Settings → Team. Open the member's row, pick the new role, and confirm. Role changes take effect immediately.
- How to export your compliance historyFrom the Compliance History page, apply any filters you need (property, notice type, status, date range) and click Export CSV. The export reflects the current filter and includes every finding-level row for each review.
- How to delete your account and dataGo to Settings → Data → Delete Account. You will be asked to type your organization name to confirm. Deletion removes your profile, organization, properties, templates, fee schedules, reviews, and packets.