Parties and Accounts

This section explains how facilioo models individuals and organizations via Parties and how they interact with the system through Accounts.

Parties

A Party represents a legal entity in the facilioo system. It can be an individual, a company, or another organization. Each Party has a type that defines its role in the system and determines available functionality and relationships.


IDNameDescription
2PropertyManagementCompanyAn organization responsible for managing properties.
3PoolManagerA manager role for shared pools of services.
5ContractorA third-party service provider, such as a craftsman or technician.
7UserA private individual — usually a tenant, owner, or resident.
11GuestA temporary or limited-access user.
13InsuranceBrokerA party acting as an intermediary for insurance services.
14InsurerA party providing insurance policies.

Accounts

An Account represents a user’s access to the facilioo system. It includes login credentials and permissions, and is always linked to a Party.

Account-to-Party Relationships

Typically, all legal entities (like Property Management Companies, Contractors, etc.) have one Party, and multiple Accounts for each of their employees.

Meanwhile, Users (e.g., tenants, owners) have a 1:1 relationship between Party and Account. Their Party is typically created and associated with the property managing company’s Party.

Unit Contracts

A Unit Contract describes the relationship between a Party of type User and a Unit. This is how facilioo models roles like tenant, owner, or resident, and determines access rights and communication paths within a building. The known types to represent these roles associated with a unit contract are:

IDType NameDescription
1BoardChairmanActs as chair of the owner or cooperative board.
2BoardMemberMember of the property’s board.
3OwnerLegal owner of the unit.
4TenantPrimary leaseholder or renting party.
5SubtenantPerson subletting the unit from the primary tenant.
6ResidentOccupant of the unit without ownership or tenancy rights.
7SpecialOwnerNon-standard ownership case (e.g., partial ownership).
8PropertyOwnerGeneral property-level ownership role.
9AuthorizedOwnerRecipientDelegate authorized to receive documents or notices for owner.
10AuthorizedTenantRecipientDelegate authorized to receive documents or notices for tenant.