Help Center
Team and organization settings
Invite colleagues, set roles, define defaults and custom fields, and read the audit log.
10 guides
- Roles and what each can doOwner, admin, manager and viewer: who can change what, who sees billing and the audit log, and who approves distributions.
- Invite team membersSend an invitation, choose a role, and resend or revoke it. Invitations last 7 days and are not billed until accepted.
- Change a role or remove a memberUpdate someone's role, or remove them when they leave. Their clients and reminders move to the owner.
- Transfer ownershipMake another member the owner, including billing. You become an admin. Every organization has exactly one owner.
- Organization profileThe details clients and documents show about you: names, address, currency, time zone, units, contact details and the regulatory notice.
- Defaults: formats, KYC validity, payments and statementsOrganization-wide settings for number and date formats, how long identity checks last, payment grace, statements and the secondary market.
- Organization security: required 2FA and support accessRequire two-step verification for every member, and decide whether EasyHaus support may sign in to help you.
- Custom fields for properties and clientsAdd your own fields to property and client records, with a type, required flag and order, and use them in imports.
- Currencies and exchange ratesHow totals in several currencies are converted, how to enter your own rates, and how automatic ECB rates fill the gaps.
- The audit logA permanent record of every change in your organization: who did what and when, with filters and CSV export.
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