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 a partner 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 partner mode turned on, your linked clients (and what each costs you) live on their own Settings → Clients row, with Clients and Costs views. A Haven partner manages its clients on Clients in the partner dashboard (/partner/hosts) instead; its Settings → Clients row keeps Subscriptions, Costs and Audience.

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
Manager	Can make changes across your account, and can invite and remove other members.
Viewer	Read-only. They can see your properties, calendars, and bookings, but cannot change anything.
Cleaner	Sees the stay calendar (guest first names and dates) and works their tasks. Every other part of your dashboard is hidden.
Custom	You choose, section by section — Calendar, Tasks, Reservations, Messages, Listings, Guests, Payouts, Reports, Settings, Team — whether they see nothing, can view, or can edit.
Owner	You. Not a role anyone can be given — it's whoever the Haven account belongs to.

Picking Custom in the invite (or on a member's row) opens the per-section rows: set each one to Hidden, View, or Edit. A section someone cannot see is gone from their dashboard entirely, and the server refuses it even by direct link. You can change any member's role later from their row.

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 Manager can also be paid directly for a listing you manage for them. Under Payouts → Who each property pays, point a listing at a Manager seat and its guest payments go straight to that teammate's own Stripe account — the homeowner whose place you manage. That teammate connects their own Stripe from Payouts → Your own payout account. An owner can connect more than one Stripe account on the Payouts tab, in the Your other Stripe accounts card, and choose which one each property pays into on the Who each property pays card. A property's stays and upsells still pay into one account. Teammates on a Manager seat and clients still connect Stripe under their own Haven login. If your loyalty program is on, a reward a guest redeems at that listing is charged to your card and paid to the teammate, so their payout still equals the full price (you can switch that off on the Loyalty Points tab).

A teammate on a Manager seat sees and can change your whole account. If the homeowner should see only their own place, make them a client instead (next section).

Task Contacts

The same Team page also lists your task contacts — the cleaners, handymen and chefs you assign turnovers and upsell jobs to. A task contact needs no login: they work by text, WhatsApp or email with one-tap task links. Add task contact on Team is the same roster the Tasks surface uses (Communication → Tasks → Contacts), so a person added in either place shows up in both.

If a cleaner should also sign in — to see the stay calendar and their task list in the dashboard — use Give dashboard access on their contact row. That sends them a Cleaner seat invite (or copies a one-time link if the contact has no email) and keeps the seat and the contact linked, so the roster shows one person, not two.

Owners: Paying a Homeowner Directly

If you manage a home for someone else, you can make them an owner. The property stays in your account. Guests pay the owner's Stripe account once they have accepted and Stripe has verified them. Until then the property cannot take bookings, and you are not paid instead. You do not need to be a Haven partner, and you do not need a paid plan to send the invite. Taking bookings still needs your Haven plan, unless you set that owner to pay for their own Haven subscription on the Owners tab.

Assign a property to an owner

On Payouts, answer Pay your owners directly? with Add an owner. The setup opens right there — no other tab. After your first invite is sent, Owners is its own tab in the sidebar (/host?tab=owners), Payouts keeps a compact owner list with each owner's payout stage, and an Owners section appears in your account settings beside Team (list, invites, and portal settings in one place).
The setup goes one screen at a time, and nothing is sent until the last one:
- Your payouts: your own Stripe, for the properties you keep. Optional; choose Skip for now.
- Properties: pick the ones this owner owns. One property pays one owner.
- Owner: someone who already joined, or a new owner's name and full email address.
- What they see: the owner's portal. Calendar, Reservations and Payouts are on to start.
- Review, then Send invite. Haven emails them.
The owner creates a login, accepts the places and sets up payouts with Stripe. They land in an owner portal, not host onboarding.

Owners tab. It lists each owner and invite with where their payouts stand, resends or cancels invites, removes an owner, and sets what each owner sees. Portal settings sets what every owner sees and who pays Haven for their properties (your plan, unless you change it there).

Payouts keeps the breakdown: Who each property pays shows each property with who it pays (you, an owner, a teammate or another Stripe account of yours) and where it stands.

A Haven partner's clients are a different path: the listing can move into the client's account. An owner assigned here does not move, including if you later become a partner.

What a client does not get. A client's dashboard has no Integrations tab, and a client whose listings come through your PMS connection cannot connect a PMS of their own. Clients sign in on Haven and see Haven's own look. Charging a client fees through Haven, your own brand and your own address are part of the partner program, not this.

When each owner should be paid into their own Stripe, a Haven partner adds them as a client (Clients → Add a client in the partner dashboard, /partner/hosts). A host who is not a partner uses Add an owner on Payouts (or the Owners section in account settings): the property stays in their account. The owner signs in to their client portal, and the owner connects Stripe on their own client-portal login and manages that Haven account. The partner's seats cannot connect or change the client's Stripe, and cannot close the account. From the host dashboard, the managing host opens that account from the account menu at the upper left, at the top of the left sidebar, and then has that client's listings, calendar, sites, and marketing. In both accounts, those listings can sit on a multi-unit site and in marketing: a multi-unit site in the client's account, and a portfolio multi-unit site in the partner's 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 the clients you manage (a partner's clients, or the clients you assigned a listing to from Payouts). Clients appear under a Clients heading with a chain-link icon. An account linked to yours any other way appears under Accounts you manage instead.
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 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 business tabs, a seat is usually why, and the fix is to add them as a client under Settings → Clients (a Haven partner: Clients in the partner dashboard).

Account Links

Team seats share your account. A Haven partner who runs other owners' accounts uses an account link instead: each client keeps their own Haven account, linked to the partner's.

Add a client (under Settings → Clients, on a partner-mode account) — 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. A Haven partner adds and removes clients on Clients in the partner dashboard (/partner/hosts) instead. See Partner Mode for both.
To be managed by a partner, accept the invite the partner sends you. There is no button on your side to hand your account to someone else. To give a helper access, invite them from Team: it is instant, and a Manager seat can handle billing, which a linked account cannot.

Add a client and billing coverage appear on partner accounts only. An account that is not a partner gets its clients one way: by adding an owner from Payouts (see Owners: Paying a Homeowner Directly). Apart from that it sees nothing about clients or partners in its settings, unless it is already linked. Then Settings → Account & Profile → Team shows that link and nothing more:

Partner management names the account that manages yours, with Unlink.
Accounts you manage lists an account that was linked to yours, each with Open to switch into it and Unlink to end it.

An older invite to manage someone's account can only be accepted by a partner account. Anyone else who opens it is told to ask for a team seat instead.

An account link is whole-account by design for the person doing the managing: there's no way to link to just part of someone's portfolio, and they always act as a Manager, never an owner, so the account's billing and payout setup stay with its real owner. The other direction is not all-or-nothing: a Haven partner decides, section by section, what each of their clients can see and do in their own account (calendar, nightly prices, reservations, refunds, messages, payouts, the listing editor), for every client or one at a time. See Client settings in Partner Mode.

Either side can Unlink at any time, which cuts off access immediately. A Haven partner's client is not unlinked from the host dashboard: the partner uses Remove client on Clients in the partner dashboard, and the client uses Leave {partner}. On an account in partner mode without a partner dashboard, Unlink under Settings → Clients beside a partner client opens the remove confirmation: they keep the account, Haven comps 30 days, and listings you moved come back. See Partner Mode.

Who Pays

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

When a partner 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 partner's bill the moment they accept, prorated. If the partner 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, Claude or Grok.

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.