The five roles in TenancyDesk — Admin, Manager, Team Lead, Agent and Property Administrator — what each can see and do, and which plans offer them.
TenancyDesk has five roles: Admin, Manager, Team Lead, Agent and Property Administrator.
Roles by plan
- Solo — one user, the Admin.
- Starter, Professional and Enterprise — all five roles; your plan sets how many people can join.
An Admin invites people from Team → Invite and changes a role later with Change Role.
What each role is for
- Admin — runs the company account: everything, including billing, add-ons, company settings, integrations and the team.
- Manager — company-wide operations: every deal, assignment, reports, archiving deals and overriding a compliance blocker with a written reason. Sees the team but does not change it.
- Team Lead — leads a team: their team's deals, tasks and reports.
- Agent — works their own deals end to end, from creation to registration.
- Property Administrator — office support: reads every company deal, enters data, creates a deal on behalf of an agent (who must be assigned), records payments and prepares registrations. Does not advance deals, verify documents or KYC, or edit existing properties.
Key actions
| Admin | Manager | Team Lead | Agent | Property Administrator | |
|---|---|---|---|---|---|
| See deals | All | All | Their team's | Their own | All |
| Create a deal | for an assigned agent | ||||
| Advance, terminate, renew, cancel | — | ||||
| Override a compliance blocker | — | — | — | ||
| Archive a deal | — | — | — | ||
| Verify documents and KYC | — | ||||
| Edit a property | Add only | ||||
| Record payments | Own deals | ||||
| Reports | All | All | Their team | Own dashboard and commission | Company reports, not the per-agent Team tab |
| Team: invite, change role, deactivate | View | View | — | — | |
| Billing, add-ons, company and integration settings | — | — | — | — |
Good practice
- Keep a second Admin, so the account never depends on one person.
- Deactivate people who leave, the day they leave.
- Ask each person to turn on two-factor authentication in Settings → Security.
Step by step
- 1
Know the five roles
Admin, Manager, Team Lead, Agent and Property Administrator — each with its own scope of deals and actions.
- 2
Check your plan
Solo has one user, the Admin; Starter, Professional and Enterprise offer all five roles.
- 3
Assign on invite
Team → Invite: choose the role for each person; change it later with Change Role.
- 4
Keep it tidy
Keep a second Admin, deactivate leavers promptly, and turn on two-factor authentication.
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