Last updated: 2026-05-21

Invitations and roles at accept-time

An invitation is how you bring a property manager into your Anchorlet workspace. The landlord sends one; the PM clicks it; the PM lands in your portfolio. Most of the mechanics are straightforward — but one step matters more than the rest: at accept-time, your PM is asked whether they also manage other landlords' portfolios, and the answer shapes their account capabilities going forward. That's the choice this article walks through.

For the role concepts themselves — what a landlord can do, what a property manager can do, what changes when a PM becomes independent — see Workspace roles explained. This article covers the flow around them.

Sending an invitation

Settings → Team is landlord-only — invited property managers can't open it. Click Invite a Property Manager, enter the email address (e.g. Orla's at Bayside Lettings), and submit. The Properties field reads "All current properties" with the note "Per-property scoping coming soon."

Anchorlet generates an invitation token and opens an Invitation ready modal with a copyable link of the form …/accept-invite/<token>. Share the link via your usual channels — email, WhatsApp, however you reach the person. The link is valid for 14 days; after that, the accept page tells the recipient to ask you for a fresh one.

The pending invitations list

While the invite is unaccepted, it shows up under Pending invitations on the same page: email, when sent, when it expires, plus per-row Copy invite link and Revoke buttons. Copy lets you re-share without going back through the send form. Revoke prompts a confirmation; on confirm the link stops working immediately and the row drops from the list. You can send a new invitation any time.

Accepting the invitation

When your PM opens the link, they land on /accept-invite/<token>. The page renders one of six states:

  • Invalid — bad token, "ask for a fresh link"
  • Already accepted — earlier acceptance date plus a Sign in button
  • Revoked — "the landlord cancelled this invitation"
  • Expired — "valid for 14 days; ask for a new one"
  • Not signed in — Create account or Sign in buttons, both of which carry the invite token through to the post-auth landing
  • Signed in — your name, the property count, and an Accept invitation button

Click Accept and Anchorlet promotes their profile to property_manager, adds them to the workspace as a member, and stamps the invitation as accepted.

The role choice at accept-time

Immediately after the accept, the PM is redirected to a one-step prompt — Do you also manage other landlords' portfolios? — with two buttons. Three possible paths:

  • No thanks → standard property manager. They land on your workspace dashboard.
  • Yes, set me up + Create my first portfolio → role bumps to property_manager_independent, a new workspace named "<name>'s Portfolio" is created from the landlord-name input, and they land on the new workspace with a dual-membership banner.
  • Yes, set me up + Skip, add later → role bumps to property_manager_independent, no new workspace, they land on your workspace and can add portfolios later.

The choice is one-way at accept-time; re-accepting a future invite resets it. If a PM picks "No thanks" and later wants the independent capability, there's no in-product way to recover it today — getting bumped to property_manager_independent requires the team's help. And if a PM who chose the independent role is later invited into another landlord's workspace, accepting that new invitation resets their profile back to plain property_manager, stripping the indie capability. Both directions are one-way at accept-time; be deliberate every time.

Adding another landlord client (independent PMs only)

Once a PM has the independent role, they can also create portfolios of their own — landlord workspaces they manage themselves rather than ones they were invited into. The workspace switcher dropdown (top-right of the header) gains a + Create new portfolio entry, which opens the same "Owner / landlord name" form from accept-time. The new workspace is theirs to run on the landlord's behalf, isolated from every other workspace they're in.

Invitations from other landlords still arrive the normal way — sent and accepted as described above. The indie capability is specifically for portfolios the PM is setting up themselves.

Things to know

  • Anchorlet doesn't auto-email invitations today. You share the link through your usual channels — same way you'd send a calendar link or a Dropbox folder.
  • Properties scope is "All current" for now. Per-property scoping is on the roadmap, as the form notes.
  • Only the landlord can see Settings → Team. A property manager hitting the URL gets a "Team management is landlord-only" page.
  • Past work stays attributed. If you later remove a member, their issue updates, emails and notes remain in the workspace under their name — see Workspace roles explained for what removal does and doesn't touch.

Next steps