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Admins can invite new members to their organization, giving them access to create deals, manage documents, and use Homie.

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How to invite a team member

  1. Go to Team (sidebar or Profile menu → Team)
  2. Click Invite Member
  3. Enter the person’s email address
  4. Select their role:
    • Agent — manages their own deals
    • Transaction Coordinator (TC) — manages deals for assigned agents
    • Admin — full access to all team deals and settings
  5. Send the invitation
The person receives an email with a link to join your organization.

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What invitees see

When someone accepts an invitation:
  1. They click the invite link in their email
  2. If they don’t have an Oun account, they create one
  3. They complete the onboarding wizard with their personal and license info
  4. They’re added to your organization with the role you assigned

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Managing invitations

On the Team page, switch between tabs to see:
TabShows
ActiveMembers who have joined and are active
PendingInvitations that haven’t been accepted yet
DeactivatedMembers who have been deactivated

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TC assignments

Admins can assign agents to transaction coordinators:
  1. On the Team page, click the TC assignment option for a TC
  2. Select which agents this TC should manage
  3. Save
TCs will see their assigned agents’ deals on the dashboard alongside their own.
Only admins can invite new members and manage TC assignments. Agents and TCs can view the team list but can’t make changes.

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FAQ

Role changes are managed by admins. Contact your admin to update a team member’s role.
There is no hard limit on the number of team members in an organization.
Check that you entered the correct email address. The invitation can be resent from the Pending tab. Ask them to check their spam folder.