Kaison for Teams

Inviting Team Members

Most investors start solo, but the moment you bring on a partner, a bookkeeper, or a project manager, you need shared access. Kaison handles this through role-based team invitations that give each person exactly the access they need.

To invite someone, go to Settings → Team and enter their email address. Choose a role, send the invite, and they'll receive an email with a link to create their account. Once they accept, they're in — no additional setup, no separate login portal. They see the same interface you do, scoped to the permissions their role allows.

There are three roles, each with a clear boundary:

Owner has full control over the account. This includes billing, subscription management, and the ability to delete the organization entirely. There is exactly one Owner per organization — the person who created the account.

Admin can do everything the Owner can except manage billing and delete the account. This is the right role for a business partner or operations manager who needs full operational control without access to payment methods.

Member handles day-to-day operations: viewing properties, uploading documents, managing expenses, and running analyses. Members cannot invite or remove other team members, export CPA reports, or view the full audit trail. This is the right role for a bookkeeper, project manager, or assistant who needs to work in the system without administering it.

Working the Inbox Together

The Inbox is where uploaded documents land before they're reviewed, categorized, and linked to a property. When you're working alone, the Inbox is straightforward — everything in it is yours to process. When you're working with a team, the Inbox becomes a shared workspace, and that requires coordination.

Kaison uses a claim system to prevent two people from working on the same document at the same time. When a new document arrives in the Inbox, it's unassigned. Any team member can claim it, which signals to everyone else that it's being handled. The person who claimed it reviews the document, assigns a category (receipt, invoice, inspection report, etc.), links it to the correct property, and marks it as done.

Each document in the Inbox shows an assignment indicator — a small label with the name of whoever claimed it. If a document has no indicator, it's available for anyone to pick up. If it shows "Claimed by Sarah," you know Sarah is handling it and you can move on to the next one.

If someone claims a document and doesn't finish processing it, any Admin or Owner can reassign it. This handles the real-world case where someone claims a batch of documents at 2 PM and leaves for the day with three still unprocessed. The remaining items don't sit in limbo — another team member can pick them up and keep things moving.

The Audit Trail

Every action in Kaison is logged. Every upload, every edit, every deletion, every status change — the system records who did it, what they did, and when. This isn't optional and it can't be turned off.

The audit trail exists because real estate partnerships require accountability. When you have multiple people managing properties, expenses, and documents, you need to know who changed what and when. If a receipt disappears, you need to know who deleted it. If a property status jumps from Acquisition to Rehab, you need to know who triggered that transition and whether it was intentional.

The audit trail serves three audiences, each with a different reason to care:

What Team Members Can't Do

Giving people access doesn't mean giving them access to everything. Kaison enforces clear boundaries so that each team member has the tools they need for their job without the ability to do damage outside their scope.

Here are the hard limits: