Set up your workspace

UnitBook is invite only, so setup starts from a link. It takes about a minute.

Create the workspace

1. Open your invite link. It comes from UnitBook after your demo, or from a company that’s already on UnitBook. No link yet? Request access and we’ll reach out.

2. Answer a few short questions. If UnitBook set up your company for you, it’s already named, so skip ahead. If a company’s link brought you here, choose a brokerage or a management company (see the table below), then name your company. Use the name your team says out loud. Teammates and partner companies will see it.

3. Create your login with an email and a password, or with your Google account.

4. Invite your team. Optional, and you can do it later. Type an email, press Enter, and pick a role.

Brokerage or management company?

	Brokerage	Management company
You are	A firm whose brokers show other people’s units	A company whose own units need to reach brokers
Your listings come from	Sheets you connect from the managers you work with	The units you manage yourself
Publishing means	Your brokers can see it	The brokerages you’ve chosen can see it
You also get	Deals	Lockboxes, Applicants

You can’t change this later

There’s no setting to switch between the two. If you pick the wrong one, email support@unitbook.app before you add any listings. It’s quick to fix on day one and a much bigger job later.

One account, one company

Your UnitBook login belongs to one company. If you genuinely run two, use a different email address for each.

Inviting people

Roles and seats covers this properly. Two things while you’re on this screen:

• The role starts at the most limited one, so raise it on purpose, person by person.
• You can’t invite another owner. Whoever creates the workspace owns it.

Invites go out by email. If one doesn’t send, UnitBook tells you, and you can try again from Team.

Where to go next

• Brokerage: Import a Google Sheet
• Management company: Edit a listing