> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# User Roles & Access

> Understand which workspace each role sees and how access changes across buildings and management teams

## Overview

Manage.Management is role-based. The workspace you land in and the tools you can use depend on your main role and, for management companies, any sub-role assigned to you.

## Primary roles

| Role | Typical home workspace | Typical access |
| - | - | - |
| **RTM / RMC director** | Building dashboard | Building setup, issues, finances, documents, announcements, voting, meetings, and RTM-related workflows |
| **Leaseholder / shareholder** | Resident dashboard | Documents, money, votes, meetings, announcements, and issue reporting for the selected building |
| **Management company** | Portfolio workspace | Portfolio and building operations, with access shaped further by sub-role assignment |

## Management-company sub-roles

| Sub-role | Typical focus | Access pattern |
| - | - | - |
| **Portfolio admin** (`portfolio_director`) | Full operational control | Broad access across portfolio setup, co-branded portal, mailbox delegations, jurisdiction packs, buildings, suppliers, communications, voting, meetings, and finance workflows |
| **Property manager** (`property_manager`) | Day-to-day building operations | Operational access across assigned Lead PM properties (plus **View Full Portfolio** toggles on Safety, Calendar, Issues, and Meetings), works orders, communications, voting, and meetings |
| **Finance manager** (`financial_director`) | Finance-led work | Portfolio finances, double-entry ledger, three-way bank reconciliation, service charges, supplier invoice approvals, payment runs, and statutory reporting |

## What changes your access

* Your **selected building** matters when you work across more than one property — Lead PM properties are prioritised at the top of the building selector.
* Management-company access can change when a portfolio admin updates your **sub-role** or building assignments.
* **Customer subscription feature switches** and **Jurisdiction Packs** (`gb-eng` England & Wales, `gb-sct` Scotland Factoring, `ie-omc` Ireland OMC) shape which finance and statutory tools appear in the sidebar.
* In prospect evaluation environments, the **Dynamic Persona Switcher** lets you preview how Portfolio Admin, Property Manager, Finance Manager, Director, and Homeowner views stay in sync.
* **Settings** stays available even when other areas are limited.

## Suggested next steps

> **[Getting Started](https://kb.manage.management/guides/getting-started.md)**
>
> See the best first steps for directors, residents, and management-company users

> **[Notification Settings](https://kb.manage.management/guides/notification-settings.md)**
>
> Review the settings that stay available across roles


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