Roles and Accounts are closely linked together but play different parts in your managing company set up. Here are some in depth explanation:

Roles (what) (ex: director, admin, security guard, concierge, etc) are the different positions that people occupy in your management company. Each and every job require different functionalities and are assigned to different projects - these can be edited in the roles section, to better serve their purpose.

Accounts (who) are the actual people that occupy these roles or positions.
For example, John Doe (account) occupies the position of Building Administrator (roles)

PRO TIP: Create the Roles before, then link them to the Accounts you are creating

Need more help ? 🧐

Did this answer your question?