Skip to main content

Understanding Roles in DocJacket

DocJacket has a few different types of roles, and they work at different levels. Here's how they all fit together.

Your account role​

When you first sign up, you pick one of three account types:

Transaction Coordinator (TC)​

The most common role. TCs manage deals end-to-end — handling documents, deadlines, communication, and coordination between all parties. If you're an independent TC or work on a TC team, this is you.

As a TC, you get the full feature set: transaction management, timeline templates, task automation, document tracking, client portals, and AI tools.

Agent​

For real estate agents who want to track their own deals. Agents see a streamlined view focused on their transactions, tasks, and client communication.

Broker​

For managing a team or office. Brokers get visibility across all transactions in their organization, plus team management tools.

Team roles (permissions)​

Within your organization, team members can have different permission levels. These control what each person can see and do:

  • Owner — Full access to everything, including billing and organization settings
  • Custom roles — You can create custom roles in Settings > Roles with specific permissions for things like:
    • Transaction management (create, edit, delete deals)
    • Communication (send emails, access inbox)
    • Reports and analytics
    • User management (invite and manage team members)
    • Billing access

This is useful when you have assistants, junior TCs, or team members who need limited access.

Contact roles (within a transaction)​

Every transaction has people playing specific roles. These are the contact roles you assign when adding someone to a deal:

Clients

  • Buyer, Seller

Agents

  • Listing Agent, Buying Agent

Legal & Title

  • Title Company, Closing Attorney, Escrow Officer

Lending

  • Lender, Loan Officer

Service Providers

  • Home Inspector, Appraiser, Surveyor, Contractor

Other

  • Property Manager, HOA Contact, Insurance Agent

Contact roles help DocJacket organize information and control what each person sees on the Client Portal — for example, a buyer sees different information than the listing agent.