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 there to help your team quickly understand who to go to for what.
Example roles
Project Manager — overseeing the day-to-day renovation and coordinating contractors
Acquisition Lead — sourced and underwrote the deal
Bookkeeper — managing expenses, receipts and financial tracking
Field Superintendent — on the ground managing the jobsite
Investor / Partner — a financial partner or equity stakeholder
Agent — handling the purchase or sale of the property
Do I have to assign a role?
No. Roles are completely optional and the feature works fine without them. If you have a small team where everyone already knows who does what, skip them. They become most useful when several people work a project and you want responsibilities clear at a glance.
Read the full article: What is a Project Team Role and is it required?