Roles and seats
Everyone in UnitBook has a role. It decides what they see when they sign in.
| Role | Who has it | What they can do |
|---|---|---|
| Owner | Whoever created the workspace | Everything, including the team and billing |
| Brokerage Admin | Invited. Helps run a brokerage | Everything an owner can do |
| Listing Manager | Invited. Works on the listings | Listings, sheets, photos, deals and messages. Not the team or billing |
| Broker | Invited. Shows units to clients | The broker portal only |
You can invite people as Brokerage Admin, Listing Manager or Broker. You can’t invite anyone as an owner, so there’s no way to hand your company over by mistake.
Brokers see a different screen
Section titled “Brokers see a different screen”This is the part that surprises people. A broker doesn’t get a smaller version of your workspace. They get the broker portal instead: a clean list of the units that are ready to show.
A broker never sees your listings queue, your spreadsheets, your team or your billing. If they try to open one of those pages, UnitBook simply takes them back to the portal.
What brokers see covers the portal in full.
Management companies don’t have brokers
Section titled “Management companies don’t have brokers”If you run a management company, you invite Listing Managers only. Your units reach brokers a different way: you give a brokerage access to your inventory, and those brokers have seats at their own company, not yours.
Changing someone’s role
Section titled “Changing someone’s role”Owners open Team, click the person, and pick a different role. If ownership itself needs to move to someone else, email support@unitbook.app.