Account and team

Account settings control your profile and organization preferences. Team features let multiple people share one CheckinRules organization with role-based permissions.

Updating account info

Open Settings → Account to update your name and email, or to start account deletion. Deletion is a multi-step process with email confirmation to prevent accidents.

Setting your timezone

Organization and property timezones are set per property for guest-facing dates. Digest emails and some reports use your notification preferences—configure those under Notifications.

Notification preferences

Choose which events email you: verifications completed, daily digests, billing issues, and more. Each user has their own notification settings; changing yours does not change a teammate's.

Inviting teammates (Growth+)

Plan requirement:

Team invites and the team activity log require a Growth or Pro plan. Free and Starter accounts see an upgrade prompt on the Team page.

Owners and admins can invite users from Settings → Team. Invites expire after seven days. The invitee signs up or logs in via /invite/[token] and joins your organization.

Roles (admin, member, viewer)

  • Owner — Full access including billing and deleting the organization. One owner per org.
  • Admin — Manage team, integrations, properties, and rules. No billing access.
  • Member — Manage properties, rules, and verifications. Cannot manage team or PMS connections.
  • Viewer — Read-only access to dashboard and reports. Cannot edit rules or create verifications.

Team activity log (Growth+)

Team activity lists who changed rules, applied shared templates, connected integrations, and other auditable actions. Use it when you need to know which teammate updated a property before a guest stay.

Owners and admins can manage shared templates from Settings regardless of plan tier; team management itself still requires Growth+.

Still stuck?

Open your dashboard and use Help to contact support or send feedback. We typically reply within one business day.

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