For property managers
Manage your account, your properties, and your team.
Organize the cisterns you manage, invite the people who need access, and decide exactly what each person can see and do — from view-only stakeholders to hands-on staff.
Organizations & properties
Your account is built around an organization — your management company. Under it you can add a property for each building, site, or portfolio you look after.
Organization
Your top-level account. People and roles live here, and everything you manage rolls up under it.
Properties (sub-organizations)
Group cisterns by site so a site manager sees only their building. Add a property under your organization from Account → Organization, then invite people to just that property.
Roles at a glance
Everyone you add gets one of three roles. Give the least access that does the job.
You — the property manager
The account holder. Full control over the organization: invite and remove people, assign roles, and manage every cistern. Each organization has exactly one Owner.
Your team & on-site crew
Day-to-day operators. They can see every cistern in the organization, respond to alerts, and adjust device settings and thresholds — but can’t invite people, change roles, or transfer ownership.
Owners, tenants, stakeholders
View-only access. They can see levels, history, and alerts across the organization, and change nothing. A Client who also owns a specific cistern still has full control of that one device.
| What they can do | Owner | Staff | Client |
|---|---|---|---|
| View cistern levels, history & alerts | ✓ | ✓ | ✓ |
| Acknowledge & respond to alerts | ✓ | ✓ | — |
| Edit device settings & thresholds | ✓ | ✓ | — |
| Request service / maintenance | ✓ | ✓ | — |
| Invite & remove people, assign roles | ✓ | — | — |
| Create properties (sub-organizations) | ✓ | — | — |
| Leave the organization | — | ✓ | ✓ |
Invite someone to your organization
- 1
Open your team
Go to Account → Organization to see your members and any pending invitations.
- 2
Invite by email
Under “Invite someone,” enter the email of a person who already has a CMS account, and pick a role.
- 3
Send the invitation
They get an email and see the invitation in their own Account → Organization. They join once they Accept — nothing changes until then.
- 4
No account yet?
If the email isn’t registered you’ll see “user account does not exist in CMS.” Have them create a free CMS account first, then invite them again.
Accepting, changing & leaving
Accepting an invitation
Invited people open Account → Organization and see the invitation at the top. Accept joins the organization with the role you chose; Decline dismisses it. You can Cancel a pending invitation before they respond.
Change a role
Open the person in your member list and pick a new role. Promote a Client to Staff, or hand day-to-day control to a trusted teammate — changes apply right away.
Remove someone
Open the person and choose Remove. Their access ends immediately. Your cisterns, history, and settings are untouched — only their access is revoked.
Leaving an organization
Any Staff or Client can leave from Account → Organization. The single Owner transfers ownership to another member first (which makes you Staff), then can leave.
Questions
- Does the person I invite have to accept?
- Yes. Inviting creates a pending invitation and emails them — they only become a member after they Accept from their own Account → Organization. You can cancel a pending invitation any time before then.
- What if they don’t have a CMS account yet?
- You can only invite existing CMS users, so you’ll see “user account does not exist in CMS.” Ask them to create a free account (app or web), then send the invitation again.
- Can someone leave my organization?
- Yes. Any Staff or Client can remove themselves from Account → Organization at any time. The single Owner can’t leave outright — transfer ownership to another member first, which makes you Staff.
- What happens to my cisterns and data when someone leaves or is removed?
- Nothing changes for your devices — the cisterns, history, and alerts stay exactly as they are. It only revokes that person’s access; their own account is unaffected.
- Can I upgrade a Client to Staff later?
- Yes. Open the person in your member list and change their role at any time. The change takes effect immediately.
- Who should be the Owner?
- Each organization has one Owner — usually the head property manager. If responsibilities change you can transfer ownership to another member, and the previous Owner becomes Staff.
- Do the people I add need the app?
- They can use either the mobile app or the web dashboard with the same login. Clients often prefer the app for quick checks; Staff tend to use the web dashboard for day-to-day work.
Prefer we run your organization for you?
Manage your organization yourself with the tools above — or let us handle the administration. With managed service we set up your properties, add and remove users, link each user to their devices, and keep roles up to date. It covers account management only — your cistern monitoring and alerts are unchanged. Reach out and we’ll set it up.