Tutorial

How to use the Twentybaan member area

The Twentybaan member area is now organized for first-time users first. The sidebar stays short by default, advanced workspaces live behind More, every saved change raises a toast confirmation, and billing, invoices, and payouts are split into separate places so each job stays clear.

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The default sidebar is intentionally short. Most lister accounts start with Overview, Messages, My listings, Contracts, and Account. Basic accounts see Overview, Messages, Saved, and Account. Everything that is less frequent belongs behind More so the first screen is not a sitemap.

  1. Start at /en/account/ for summary cards and quick actions.
  2. Use Messages for daily inbox work and My listings or Contracts for active property work.
  3. Open More when you need less frequent workspaces such as Affiliate, Invoices, Bank accounts, Team, or Integrations.

Save feedback

Every meaningful save should confirm itself visually. The member area now uses bottom-right toast notifications to confirm updates after toggles, form saves, invoice saves, and team changes.

  • Change notification preferences in Settings and wait for the toast before leaving the page.
  • Add or edit a team member in Team and confirm the success toast before moving on.
  • Create or update a client invoice in Invoices and confirm the save toast after submit.

Listings

The listings flow is no longer a dead-end preview. The My listings workspace links into the real editor flow.

  1. Open My listings.
  2. Use Add listing or Create draft to open the editor at /en/account/listings/edit/.
  3. If you already have a draft, Edit listing opens the same editor with the selected draft loaded.

Keep account-wide defaults such as related-listing visibility in Settings. Use the listing editor only for listing-specific overrides.

Billing boundaries

These workspaces do different jobs and should not be mixed up:

  • Plan: which Twentybaan plan the account is on and what features are included.
  • Billing: what the account pays to Twentybaan, subscription state, Stripe status, billing events, credits, and payout context.
  • Invoices: invoices you send to your own clients.
  • Bank accounts: payout destinations for money coming back to you.

If you are asking “What do I pay?” go to Billing or Plan. If you are asking “What do my clients owe me?” go to Invoices. If you are asking “Where do my payouts land?” go to Bank accounts.

Team

Team is the shared workspace for members, roles, statuses, and internal notes. Use it when more than one person needs access to the same lister account.

  • Add a team member with full name, email, role, and status.
  • Edit an existing team member directly from the same table view.
  • Use Messaging channels for communication endpoints, not for human access control.

Integrations

Integrations is where branded providers, API keys, and webhook endpoints live. The page now uses the real provider logos for Stripe, Zapier, Make, n8n, Slack, Google Sheets, Notion, and LINE so the available tools are recognizable at a glance.

  1. Create API keys when you need authenticated pull access.
  2. Create webhook endpoints when you need real-time event delivery.
  3. Send a test event after creating a webhook so the toast and event status confirm delivery.

Admin

Admin tools are for admin accounts only. The overview lives at /en/account/admin/, and the deeper routes stay directly addressable for reload-safe workflows.

  • Admin users for user-level account management.
  • Mail log, Billing events, Support, Contract templates, OAuth clients, and Docs comments each remain their own direct routes from the admin workspace.

Next steps

Use this order when onboarding a lister account:

  1. Check the primary sidebar and confirm the daily routes you actually need.
  2. Set the account defaults in Settings.
  3. Verify plan and billing in Plan and Billing.
  4. Add team members if the account is shared.
  5. Connect integrations only after the core account flow is already clear.

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