What are roles in Propertybase?
Roles reflect the structure of your company inside Propertybase. Roles are not permanently bound to one user and generally represent a position rather than a specific user. Roles create a hierarchy in your company and enable data to be shared in ways the reflect the real world operation of your business.
Why are roles important in Propertybase?
Roles are key to establishing an understanding of data sharing inside of Propertybase. The way you create your role hierarchy dictates which users can access which records. Keep in mind that when setting up roles, data visibility works from top to bottom and anyone who is at the top level in you role structure will see all data owned by those below them in the hierarchy.