How to Add and Manage Team Members in VRTrust
This article explains how to invite, manage, and remove team members in VRTrust. Team members are users on your property management team who need access to VRTrust to reconcile transactions, create owner statements, or manage financial data.
1. Understanding Team Member Roles 0:03
Team members are internal users who work within your property management company.
They may:
Reconcile transactions
Create owner statements
Manage financial activity
View data within VRTrust
⚠️ Important:
This process is not used to invite owners.
Owners are invited separately from the Owners page.
2. Accessing the Members Section 0:17
Go to Settings
Select Members
Click Invite Member
3. Inviting a New Member 0:25
Click the 'Invite Member' button.
Enter the user's email address.
Choose the role:
User: Can access VRTrust for day-to-day work. Cannot add, remove, or manage other team members
Admin: Can add and remove team members. Has full access to team management settings
5. Managing Team Members 0:40
To remove a team member:
Go to Settings → Members
Click the ellipses next to their name.
Select 'Remove Member'.
To resend or share an invitation:
If a team member hasn’t accepted their invitation yet, you can:
Resend Invitation
Sends the invitation email againCopy Invitation URL
Allows you to share the invite link through another method (e.g., Slack or direct message)
Summary
Using the Members settings in VRTrust, you can:
Invite internal team members
Assign Admin or User roles
Remove users when access is no longer needed
Resend or manually share invitation links
This ensures the right people have access to use VRTrust.