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Every team member in Oun has a role that determines what they can see and do. Roles are assigned when a member is invited and can be updated by admins.

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Role comparison

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Agent

Agents are the most common role. They:
  • Create and manage their own deals
  • Draft, upload, and send documents for signatures
  • Chat with Homie within their deals
  • Connect their own SkySlope account
  • Sync documents to their TMS
Agents can only see their own deals — they don’t have visibility into other team members’ transactions.

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Broker

Brokers have the same capabilities as agents. The role distinction exists to reflect organizational hierarchy and may be used for brokerage-level features in the future.

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Transaction Coordinator (TC)

TCs support agents by managing documents and deal workflows:
  • See deals for their assigned agents (set by an admin)
  • Manage checklists for the organization
  • Set organization-level preferences
  • Toggle between their own deals and assigned agents’ deals on the dashboard
TCs are typically assigned to specific agents and handle the operational side of transactions on their behalf.

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Admin

Admins have full visibility and control:
  • See all deals across the organization
  • Invite and manage team members
  • Assign TCs to agents
  • Edit organization details (brokerage info, offices)
  • Manage checklists and organization preferences
  • Toggle between “My Deals” and “Team Deals”
Every organization needs at least one admin. Typically, the broker or office manager holds this role.