My Organizations
9:41
Organizations
3 organizations
SH
Summit Home Partners
2.4k doors
Pro
CV
Cuyahoga Valley HOA
186 doorsLimited scope
Basic
NE
Northeast Ohio Realty Group
5.1k doors
Enterprise
OrganizationListItemuseMyOrganizations()
Empty State
9:41
Organizations
No Organizations
You are not a member of any organizations yet. Contact your organization admin for an invitation.
EmptyState — icon="domain"
Loading
9:41
Organizations
Loading...
LoadingSpinner — size="large"

Owner View
9:41
Summit Home Partners
SH
Summit Home Partners
Property Management
Pro
2.4k
Doors
4
Regions
7
Portfolios
12
Members
+3
Operating in:
OH PA WV
Your Role
Owner
MANAGE
OrganizationStatsCard, PressableCarduseOrganization(), useOrganizationStats(), useMyMembership()
Viewer (Scoped)
9:41
Cuyahoga Valley HOA
CV
Cuyahoga Valley HOA
HOA
Basic
186
Doors
1
Regions
2
Portfolios
5
Members
Operating in:
OH
Your Role
Viewer
Limited scope: Cuyahoga Region
MANAGE
isAdmin hides Imports + Audit Log for viewer/coordinator roles. Scope badges show limited access.
Not Found
9:41
Organization
Organization not found
Error state when org ID is invalid or user lost access

Active Members
9:41
Members
Active
Pending
Suspended
All
9 members
JR
James Rodriguez
james@summithome.com
Owner
ST
Sarah Thompson
sarah@summithome.com
Admin
MK
Mike Kowalski
mike@summithome.com
Regional Mgr
LP
Lisa Patel
lisa@summithome.com
Coordinator
OrgMemberListItem, MemberStatusIndicator, MemberRoleBadgeuseOrganizationMembers()
Pending Invites
9:41
Members
Active
Pending
Suspended
All
3 members
DB
david.brown@gmail.com
Regional Mgr Pending
5d remaining • Sent 2d ago
Resend Cancel
AJ
anna.johnson@outlook.com
Viewer Pending
8h remaining • Sent 6d ago
Resend Cancel
TW
tom.wilson@yahoo.com
Coordinator Pending
Expired • Sent 8d ago
Resend Cancel
MemberInviteCardformatTimeRemaining() drives urgent/expired states
Suspended
9:41
Members
Active
Pending
Suspended
All
1 member
RN
Robert Nguyen
robert@summithome.com
Regional Mgr Suspended
Unauthorized data export — pending HR review
MemberStatusIndicator red dot + suspendedReason inline alert

Active Regions
9:41
Regions
Active
All
4 regions
Northeast Ohio NEO
892 propertiesOH, PA
Central Ohio COH
644 propertiesOH
Southwest Ohio SWO
510 propertiesOH
West Virginia WVA
354 propertiesWV
RegionListItem — color indicator from region.colorCode, code badge, property count
Empty State
9:41
Regions
Active
All
No Regions
No active regions. Create a region to organize properties by geography.
EmptyState — icon="map-marker"

Active Portfolios
9:41
Portfolios
Active
All
7 portfolios
Multi-Family Residential
412 propertiesNortheast Ohio
Commercial Office
89 propertiesCentral Ohio
Single-Family Rental
1.2k properties
Retail Spaces
34 propertiesSouthwest Ohio
Renovation Pipeline
67 properties
PortfolioListItem — custom icon per portfolio via portfolio.iconName, region badge when assigned

Import History
9:41
Imports
All
Processing
Completed
Failed
4 imports
properties_q1_2026.csv Completed
james@summithome.com
348 success
21 errors
31 duplicates
348
Success
21
Errors
31
Duplicates
0
Skipped
2d ago
3m 42s
AppFolio Processing
sarah@summithome.com
210/500 processed
ImportBatchCard, ImportProgressBar, ImportStatusBadgeuseOrganizationImports()
Failed Filter
9:41
Imports
All
Processing
Completed
Failed
1 import
bad_format.csv Failed
mike@summithome.com
0
Success
150
Errors
0
Duplicates
0
Skipped
5d ago
Failed import with error-tinted icon + left border accent. Sources: csv, api, yardi, appfolio, buildium, rentmanager, manual

All Activity
9:41
Audit Log
All
Members
Regions
Portfolios
Imports
12+ events
Member invited
david.brown@gmail.com
2h ago
James Rodriguez
Mar 5, 2026, 9:15:32 AM
role: Regional Manager
region scope: Northeast Ohio
expires: Mar 12, 2026
Import completed
properties_q1_2026.csv
1d ago
James Rodriguez
Region created
West Virginia
3d ago
Sarah Thompson
Member suspended
Robert Nguyen
5d ago
James Rodriguez
Portfolio created
Renovation Pipeline
1w ago
Sarah Thompson
AuditLogTimeline, AuditLogEntryuseAuditLog(). Tap to expand details. Color-coded dots by category.
Filtered Empty
9:41
Audit Log
All
Members
Regions
Portfolios
Imports
No Activity
No portfolio activity recorded.
Filtered empty state — contextual message per filter type
Organization Dashboard Split
9:41
Summit Home PartnersPro
SH
Summit Home Partners
Property Management · Pro Tier
2.4k
Doors
4
Regions
9
Members
Operating in:
OHPAWV
MANAGE
Recent Activity
Member invited
david.brown@gmail.com
2h ago
Import completed
properties_q1_2026.csv — 348 success
1d ago
Region created
West Virginia
3d ago
Portfolio created
Renovation Pipeline
1w ago
Pending Actions
3 pending invites
1 expiring in 8 hours
Import in progress
AppFolio — 210/500 processed

Team Management Split
9:41
Members9 members
Active
Pending
Suspended
JR
James Rodriguez
james@summithome.com
Owner
ST
Sarah Thompson
sarah@summithome.com
Admin
MK
Mike Kowalski
mike@summithome.com
Regional Mgr
LP
Lisa Patel
lisa@summithome.com
Coordinator
Member Detail
MK
Mike Kowalski
mike@summithome.com
Regional Mgr Active
SCOPE
Northeast Ohio Central Ohio
PORTFOLIOS
Multi-Family Residential Commercial Office
Pending Invites
DB
david.brown@gmail.com
Regional Mgr5d left
AJ
anna.johnson@outlook.com
Viewer8h left

Geographic & Portfolio Management
9:41
Regions & Portfolios
Regions (4)
Northeast OhioNEO
892 properties · OH, PA
Central OhioCOH
644 properties · OH
Southwest OhioSWO
510 properties · OH
West VirginiaWVA
354 properties · WV
Portfolios (7)
Multi-Family Residential
412 properties · Northeast Ohio
Commercial Office
89 properties · Central Ohio
Single-Family Rental
1.2k properties
Retail Spaces
34 properties · Southwest Ohio
Renovation Pipeline
67 properties

Data Operations Split
9:41
Data OperationsAdmin Only
Import History
properties_q1_2026.csv Completed
james@summithome.com · 2d ago
348
Success
21
Errors
31
Dupes
AppFolio Processing
sarah@summithome.com
210/500 processed
Audit Log
Member invited
david.brown@gmail.com
2h ago
James Rodriguez
Import completed
properties_q1_2026.csv
1d ago
James Rodriguez
Region created
West Virginia
3d ago
Sarah Thompson
Member suspended
Robert Nguyen
5d ago
James Rodriguez
Portfolio created
Renovation Pipeline
1w ago
Sarah Thompson
Full Organization Overview
https://app.3bids.io/organizations/summit-home-partners

Summit Home Partners

Pro Tier Active
2,400
Total Doors
4
Active Regions
7
Portfolios
9
Team Members
Team Members
9 total
JR
James Rodriguez
james@summithome.com
Owner
ST
Sarah Thompson
sarah@summithome.com
Admin
MK
Mike Kowalski
mike@summithome.com
Regional Mgr
LP
Lisa Patel
lisa@summithome.com
Coordinator
Regions
4 active
Northeast OhioNEO
892 properties · OH, PA
Central OhioCOH
644 properties · OH
Southwest OhioSWO
510 properties · OH
West VirginiaWVA
354 properties · WV
Portfolios
7 active
Multi-Family
412 properties
Commercial
89 properties
Single-Family
1.2k properties

Imports & Audit Log
https://app.3bids.io/organizations/summit-home-partners/admin

Admin & Audit

Owner/Admin Only
Import History
4 imports
properties_q1_2026.csvCompleted
james@summithome.com · 2d ago
348 success21 errors31 dupes
AppFolioProcessing
sarah@summithome.com
210/500 processed
bad_format.csvFailed
mike@summithome.com · 5d ago
Audit Log
All
Members
Regions
Imports
Member invited
david.brown@gmail.com — Regional Manager
2h ago
James Rodriguez
Import completed
properties_q1_2026.csv — 348 success, 21 errors
1d ago
James Rodriguez
Region created
West Virginia — code WVA
3d ago
Sarah Thompson
Member suspended
Robert Nguyen — unauthorized data export
5d ago
James Rodriguez
Portfolio created
Renovation Pipeline — 67 properties
1w ago
Sarah Thompson

Data Architecture

Convex Schema

posterOrganizations
name: string type: "property_management" | "real_estate" | "hoa" | "developer" | "other" tier: "basic" | "pro" | "enterprise" doorCount: number states: string[] isActive: boolean onboardingComplete: boolean logoUrl?: string primaryColor?: string
posterOrganizationMembers
posterId: Id<"posterUsers"> organizationId: Id<"posterOrganizations"> role: "owner" | "admin" | "regional_manager" | "coordinator" | "viewer" status: "pending" | "active" | "suspended" | "removed" regionScope: Id<"posterRegions">[] portfolioScope: Id<"posterPortfolios">[]
posterRegions
organizationId: Id<"posterOrganizations"> name: string code: string states: string[] managerId?: Id<"posterUsers"> propertyCount?: number colorCode?: string isActive: boolean
posterPortfolios
organizationId: Id<"posterOrganizations"> regionId?: Id<"posterRegions"> name: string description?: string iconName?: string tags?: string[] propertyCount?: number isActive: boolean
posterPropertyImportBatches
organizationId: Id<"posterOrganizations"> source: "csv" | "api" | "yardi" | "appfolio" | "buildium" | "rentmanager" | "manual" status: "pending" | "validating" | "processing" | "completed" | "failed" | "rolled_back" totalRows: number successCount: number errorCount: number duplicateCount: number
posterOrgAuditLog
organizationId: Id<"posterOrganizations"> action: AuditAction (25 types) targetType: "organization" | "member" | "region" | "portfolio" | "import" | "property" targetName?: string actorId: Id<"posterUsers"> details?: Record<string, unknown>

Hooks (Layer 7)

hooks/useConvex.ts
useMyOrganizations() → OrganizationWithRole[] useOrganization(id) → Organization useOrganizationStats(id) → Stats useMyMembership(id) → Membership useOrganizationMembers(id, opts) → { items, hasMore } useOrganizationRegions(id, opts) → Region[] useOrganizationPortfolios(id, opts) → Portfolio[] useOrganizationImports(id, opts) → { items, hasMore } useAuditLog(id, opts) → { items, hasMore }
Components (Layer 4)
OrganizationCard / OrganizationListItem OrganizationStatsCard / TierBadge OrgMemberCard / OrgMemberListItem MemberInviteCard / MemberStatusIndicator MemberRoleBadge / MemberScopeBadges RegionCard / RegionListItem PortfolioCard / PortfolioListItem ImportBatchCard / ImportProgressBar AuditLogTimeline / AuditLogEntry
Screens (Layer 5)
app/(poster)/organizations/index.tsx app/(poster)/organizations/[id].tsx app/(poster)/organizations/[id]/members.tsx app/(poster)/organizations/[id]/regions.tsx app/(poster)/organizations/[id]/portfolios.tsx app/(poster)/organizations/[id]/imports.tsx app/(poster)/organizations/[id]/audit.tsx
Role-Based Visibility
owner/admin: All 5 nav items visible regional_manager: Members, Regions, Portfolios coordinator: Members, Regions, Portfolios viewer: Members, Regions, Portfolios Imports + Audit: requiresAdmin: true

Navigation

Entry Point
Poster SettingsOrganizations Route: /(poster)/organizations Org Detail: /(poster)/organizations/[id] Sub-screens: /[id]/members, /[id]/regions, /[id]/portfolios, /[id]/imports, /[id]/audit
Build Layers (PRs #2505-2518)
Layer 3: Queries (#2505) Layer 4: UI Components (#2510) Layer 5: Screens (#2516) Layer 6: Navigation (#2517) Layer 7: Hooks (#2518)