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

# Roles

> Understand what agents, transaction coordinators, brokers, and admins can do in Oun.

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.

## Role comparison

| Capability                   | Agent | Broker | TC                   | Admin |
| ---------------------------- | ----- | ------ | -------------------- | ----- |
| Create deals                 | Yes   | Yes    | Yes                  | Yes   |
| View own deals               | Yes   | Yes    | Yes                  | Yes   |
| View team deals              | —     | —      | Assigned agents only | All   |
| Manage documents             | Yes   | Yes    | Yes                  | Yes   |
| Use Homie chat               | Yes   | Yes    | Yes                  | Yes   |
| Send for signatures          | Yes   | Yes    | Yes                  | Yes   |
| Sync to SkySlope             | Yes   | Yes    | Yes                  | Yes   |
| Invite team members          | —     | —      | —                    | Yes   |
| Manage TC assignments        | —     | —      | —                    | Yes   |
| Edit organization settings   | —     | —      | —                    | Yes   |
| Manage offices               | —     | —      | —                    | Yes   |
| Create/manage checklists     | —     | —      | Yes                  | Yes   |
| Manage org-level preferences | —     | —      | Yes                  | Yes   |

## 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.

## 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.

## 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.

## 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.