Under Settings > Members you invite colleagues into your workspace and manage who collaborates. Invited members get access to the workspace's listings, applicants, and cases.
The Members page shows two cards: active members and pending invitations. Invitations not yet accepted appear in the second card — they can be renewed or removed.
Common Tasks
How to
Invite a Member
- Open Settings > Members tab.
- Click Invite Member.
- Enter the email address and choose a role.
- Click Send Invitation.
The invited member receives an email with an invitation link. After clicking the link they can sign in or create a new account — they immediately have access to the workspace.
Example: Hausverwaltung Müller GmbH invites employee Anna Schmidt. Anna can see all applicants and collaborate on cases.
Change Role
- Settings > Members tab → select a member in the table.
- Click the current role and choose a new role.
- Confirm the change.
Remove Member
- Settings > Members tab → select a member in the table.
- Choose Remove from Workspace.
- Confirm in the confirmation dialog.
The member loses access immediately. Their personal Locari account remains — they can be re-invited if needed.
Before removing a member, review open actions (e.g. ongoing viewings) they are handling.
Ownership Transfer
Only the current owner can transfer ownership of the workspace.
- Settings > Members tab → select the desired member.
- Choose Transfer Ownership.
- Locari sends you a 6-digit code by email. Enter the code and confirm the transfer.
The ownership transfer is irreversible. As the previous owner you are automatically downgraded to Administrator afterward.
Views and Fields
Card: Active Members
Visible for each member:
- Name and email address
- Role
- Join date
- Actions (change role, remove from workspace)
Card: Pending Invitations
Visible for each invitation:
- Email address of the invitee
- Assigned role
- Invitation date
- Actions: renew invitation, remove invitation
Audit and History
All member actions (invitation, joining, role change, removal) are recorded in the workspace activity history.
Examples from the log:
- "Max invited applicant Wagner family to viewing"
- "Anna edited listing Musterstrasse 5"
- "Locari replied to 5 new emails"
Permissions and Multi-select
There are four roles: Owner, Admin, Member and Viewings only.
- Delete a rental: only owners and admins. This applies in the app and for the assistant (app chat, WhatsApp, MCP).
- Discard a draft: members only discard their own drafts that were never published. Paused rentals can only be deleted by owners and admins.
- Transfer ownership: only the owner, with a code by email.
- Viewings only: The role only sees the applicants of its own appointments. These applicants are told its first and last name as the person on site. It has its own calendar subscription that only contains its appointments. It can only write to applicants it can see.
- Assigning the role "Viewings only": You confirm that the person has signed a confidentiality agreement. Without this confirmation the role cannot be assigned.
Example: Markus Weber conducts viewings and nothing else. You invite him with the role "Viewings only" and confirm confidentiality. Markus then only sees Family Müller and the other applicants of his appointments, not the remaining applicants of the rental.
Who may see what also affects the Applicant List — filter by phase and status, sorting, search.