A Project Team Role is an optional label you can assign to a user to describe their responsibilities on the project. Roles are purely informational and do not control any settings, permissions, or feature access — they are simply there to help your team quickly understand who to go to for what.

Example Project Team Roles

Some common roles you might assign include:

• Project Manager — the person overseeing the day-to-day renovation and coordinating contractors
• Acquisition Lead — the person who sourced and underwrote the deal
• Bookkeeper — the person managing expenses, receipts, and financial tracking
• Field Superintendent — the person on the ground managing the jobsite
• Investor / Partner — a financial partner or equity stakeholder on the project
• Agent — the real estate agent handling the purchase or sale of the property

Do I have to assign a role?

No. Project Team Roles are completely optional and the feature works fine without them. If you have a small team where everyone already knows who does what, you can skip roles entirely. They become most useful when you have multiple people on a project and want to make responsibilities clear at a glance.