Team Access and Managing Client Accounts

There are two ways to share access in Haven, and they solve different problems:

Team seats bring a co-host, a VA, or a business partner into your account without handing over your password.
Account links connect two Haven accounts — so an agency can manage a client's account, or you can invite a manager into yours.

Find team seats under Settings → Account & Profile → Team in the sidebar. If you have agency mode turned on, your linked clients (and what each costs you) live on their own Settings → Clients row, with Clients and Costs views.

Team Seats

A seat gives someone access to your whole account. Invite them from the Members card:

Invite by email — enter their address, pick a role, and click Send invite. Haven emails them a link.
Invite link — pick a role and click Copy invite link. Share the link however you like. Each link works once.

Invites that haven't been accepted appear under Pending invites, where you can copy the link again or Revoke it. Accepted members appear in the list below, where you can change a role or Remove them. Removal takes effect immediately, and you can always invite them back.

Roles

Role	What they can do
Viewer	Read-only. They can see your properties, calendars, and bookings, but cannot change anything.
Manager	Can make changes across your account, and can invite and remove other members.
Owner	You. Not a role anyone can be given — it's whoever the Haven account belongs to.

A Manager can handle billing; a Viewer can't. Managers can change your plan, add a payment method, and set up or open your Stripe payout account — everything you'd do yourself. Money still only moves your way: payouts land in the bank account on your Stripe, and anything they pay for goes on your account, never theirs. Two things stay yours alone: changing a member's role (including their own), and linking or unlinking another Haven account.

A Seat Only Goes One Way

Accepting a seat gives you access to their account. It gives them nothing in return — no access to your account, and none of their properties are added to yours.

That distinction matters in the account picker, so the two relationships are listed separately:

Accounts — your own account, and (in agency mode) the clients you manage. Clients appear under a Clients heading with a chain-link icon.
Accounts you're a teammate on — accounts whose owners invited you in, marked with a team icon and a line naming your role and who invited you, such as "Manager seat · invited by Dana Ruiz".

Selecting either one switches your dashboard into that account. The difference is what rolls up: a client's listings appear on your agency's Client listings tab, whereas an account you hold a seat on never does — you have to switch into it. If a colleague's listings aren't showing up on your agency tabs, a seat is usually why, and the fix is to add them as a client under Settings → Clients.

Account Links

Team seats share your account. If you need to work inside an account that isn't yours — or let someone else work inside yours — that's an account link. Both directions live on the same page:

Invite a manager (under "Who manages your account") — give another Haven account access to your entire account except billing and payouts. You stay the owner and can unlink at any time. (This is the difference between a link and a seat: a teammate on a seat can handle billing, an outside account cannot.)
Add a client (under "Clients", shown when agency mode is on) — connect an owner whose account you'll manage. You can connect their existing Haven account, or create a new account for them and invite them to claim it later. See Agency Mode for both flows.

An account link is whole-account by design: there's no way to link to just part of someone's portfolio. The person doing the managing always acts as a Manager, never an owner, so the account's billing and payout setup stay with its real owner.

Either side can Unlink at any time, which cuts off access immediately.

Who Pays

Each Haven account has its own subscription — a linked client keeps theirs by default, so their listings never count toward yours.

When an agency adds a client, the invite includes a Cover their Haven billing toggle (on by default). With coverage on, the client's subscription moves onto the agency's bill the moment they accept, prorated. If the agency later ends coverage, the client keeps full service for 14 days and then needs to subscribe on their own.

Arrangement	Whose properties	Who pays Haven
Team seat — someone works inside your account	Yours	You, as always. Seats don't change billing.
Team seat you hold — you work inside their account	Theirs	They do. Their account, their subscription.
Account link, no coverage — you manage their account	Theirs	They do. They keep their own subscription.
Account link with billing coverage	Theirs	You do. Their subscription is billed to your payment method.

Roles and connected applications

Roles also cap what an outside application can do on your account. When a team member connects an AI assistant or a partner integration, the connection can never do more than that person can. A Viewer who connects ChatGPT or Claude gets a read-only connection — the change permissions are dropped and the consent screen names each one — and a Viewer cannot disconnect an application either. Roles are re-checked on every request, so changing someone to Viewer narrows what they connected without anyone reconnecting it.

Review and remove connections on Connected apps; the setup path for assistants is in Connect Haven to ChatGPT or Claude.

What Team Access Does Not Do

Nothing here is public. Guests never see your team or your client links.
Seats and links do not replace Multi-Unit Sites. To market several properties on one branded site with its own domain, create a Multi-Unit Site — see Sites and Properties — Glossary.
They do not move properties between accounts. A property always lives on its owner's account; access controls only who can reach it.