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Team workspaces

RealtyPad workspaces (tenants) can have multiple people. Use this for brokerages and small teams; solo investors can still use a one-person workspace.

Roles

Role Can manage team Can invite Deals & triage
Owner Yes Yes Full access
Admin Yes Yes Full access
Member No No Full access

There must always be at least one owner per workspace.

Personal workspace (self-signup)

When your operator enables public signup (ALLOW_PUBLIC_SIGNUP=true on the API):

  1. Open the app and choose Create a personal workspace (or go to /register).
  2. Pick a workspace name, email, and password.
  3. You become owner of a new workspace with default financing profiles (cash + traditional credit bands).
  4. Start the Basic plan checkout. Your first workspace includes a 30-day free trial.

When signup is disabled, your operator creates accounts via CLI or bootstrap (see operator docs).

Open another workspace

Signed-in users can create additional owned workspaces from Account → Profile → Workspaces → Create workspace.

  • You become owner of the new workspace.
  • Billing is separate for each workspace (its own Stripe customer/subscription).
  • A free trial is available only on the first workspace from self-signup. Additional workspaces go straight to paid checkout.
  • After create, RealtyPad switches you into the new workspace and sends you to /billing/start.
  • After checkout, open Getting started to connect MCP and run agent prompts (same flow as first signup).

You can also join other workspaces via invite (below). Data stays separate per workspace.

  1. An admin sends you a link (https://app…/invite/…). RealtyPad does not email invites in v1 — copy the link yourself.
  2. Open the link. If you are new, set a password for the invited email.
  3. If you already have an account, sign in with that same email, reopen the link, and confirm Join workspace.

You can belong to multiple workspaces (e.g. personal + brokerage). Data stays separate per workspace.

Switch workspace

In the web app, open the account menu → Switch workspace → pick another membership. You can also switch from Account → Profile.

Your last choice is remembered for the next sign-in when possible. If you belong to several workspaces and no default applies, sign-in asks you to choose one.

Agent / MCP scope

Cursor MCP OAuth and agent tokens are tied to the active workspace at authorize or mint time.

  • Before connecting Cursor, switch to the workspace the agent should use.
  • On MCP consent, if you have multiple workspaces, pick which one to authorize.
  • After switching workspace, re-authorize MCP or mint a new agent token.
  • Plan quotas for Agent Connections are pooled per workspace (not per person). Plans are sized around roughly 2–3 connections per seat for brokers and teams.

See Connect Cursor.

Team management (admins)

Account → Team (or /account/team):

  • Create invite links (email-bound, member or admin role).
  • Revoke pending invites.
  • Change roles or remove members (not the last owner).