{"id":230,"date":"2022-11-18T00:19:28","date_gmt":"2022-11-18T08:19:28","guid":{"rendered":"https:\/\/hostex.io\/help\/?p=230"},"modified":"2025-12-01T02:46:01","modified_gmt":"2025-12-01T10:46:01","slug":"team-member","status":"publish","type":"post","link":"https:\/\/hostex.io\/help\/team-member\/","title":{"rendered":"How to Invite a Team Member?"},"content":{"rendered":"\n<p>Inviting your team members to use <a href=\"https:\/\/hostex.io\/\" target=\"_blank\" rel=\"noreferrer noopener\">Hostex<\/a> is essential because:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It optimizes your time and helps you to delegate tasks.<\/li>\n\n\n\n<li>It allows you to manage more properties as you will not have to complete all the work alone.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step1. Set up roles and permissions<\/h3>\n\n\n\n<p>The &#8220;role&#8221; reflects the function or activity of your team members, <strong>such as customer service, accountant, housekeeper, landlord, etc.<\/strong>, which must be set up by the administrator account.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the\u00a0<strong>Team Account<\/strong>\u00a0section in Settings or Dashboard.<\/li>\n\n\n\n<li>Click the\u00a0<strong>+New Role<\/strong>\u00a0button on the Role page.<\/li>\n\n\n\n<li>Assign permissions to this role.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"675\" src=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-3-1024x675.png\" alt=\"\" class=\"wp-image-961\" srcset=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-3-1024x675.png 1024w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-3-300x198.png 300w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-3-768x506.png 768w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-3.png 1027w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step2. Invite team members<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the\u00a0<strong>Team Account<\/strong>\u00a0section in Settings or Dashboard.<\/li>\n\n\n\n<li>Click the\u00a0<strong>+New Team Account<\/strong>\u00a0button.<\/li>\n\n\n\n<li>Enter the account you want to invite.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"744\" src=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-2-1024x744.png\" alt=\"\" class=\"wp-image-959\" srcset=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-2-1024x744.png 1024w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-2-300x218.png 300w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-2-768x558.png 768w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-2.png 1036w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"has-vivid-red-color has-text-color\">Note: The account being invited must be empty (without properties or channel accounts).<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step3. Team members accept the invitation<\/h3>\n\n\n\n<p>When the team members that you invited sign up for their Hostex account, the invitation will be displayed and they can accept it with a simple click.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"630\" src=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-4-1024x630.png\" alt=\"\" class=\"wp-image-962\" srcset=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-4-1024x630.png 1024w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-4-300x185.png 300w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-4-768x473.png 768w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-4.png 1037w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step4. Assigning permissions<\/h3>\n\n\n\n<p>Once the team member account accepts the invitation, the administrator account needs to assign the role permissions and the properties he\/she is responsible for.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the team member in the\u00a0<strong>Team Account<\/strong>\u00a0section.<\/li>\n\n\n\n<li>Assign a role for it in\u00a0<strong>Role Assignment<\/strong>.<\/li>\n\n\n\n<li>Assign properties for it in\u00a0<strong>Property Privileges<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"831\" height=\"515\" src=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-5.png\" alt=\"\" class=\"wp-image-963\" style=\"width:580px;height:359px\" srcset=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-5.png 831w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-5-300x186.png 300w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-5-768x476.png 768w\" sizes=\"auto, (max-width: 831px) 100vw, 831px\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Note:<\/strong>\u200b <\/p>\n\n\n\n<p>For sub-account permission items with the &#8220;<strong>All properties<\/strong>&#8221; tag, this feature applies to all properties in the account and is not restricted by the sub-account&#8217;s assigned property scope.<\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"837\" height=\"549\" src=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-6.png\" alt=\"\" class=\"wp-image-964\" srcset=\"https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-6.png 837w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-6-300x197.png 300w, https:\/\/hostex.io\/help\/wp-content\/uploads\/2024\/03\/image-6-768x504.png 768w\" sizes=\"auto, (max-width: 837px) 100vw, 837px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h4 class=\"wp-block-heading\">Why are some accounts unable to join my team?<\/h4>\n\n\n\n<p>Accounts that already set up properties, room types, channel accounts, and team accounts cannot join other teams. You need to create a brand new account to join a team.<\/p>\n\n\n\n<p>And, a Cleaner is different from a Team member, so you will have to <a rel=\"noreferrer noopener\" href=\"https:\/\/hostex.io\/help\/cleaner\/\" target=\"_blank\">invite your cleaners<\/a> in another way.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Inviting your team members to use Hostex is essential because: Step1. Set up roles and permissions The &#8220;role&#8221; reflects the function or activity of your team members, such as customer service, accountant, housekeeper, landlord, etc., which must be set up by the administrator account. Step2. Invite team members Note: The account being invited must be [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-230","post","type-post","status-publish","format-standard","hentry","category-team"],"_links":{"self":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/230","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/comments?post=230"}],"version-history":[{"count":6,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/230\/revisions"}],"predecessor-version":[{"id":1563,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/posts\/230\/revisions\/1563"}],"wp:attachment":[{"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/media?parent=230"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/categories?post=230"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hostex.io\/help\/wp-json\/wp\/v2\/tags?post=230"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}