---
title: "Teams and projects"
description: "Work with other professionals. A team is the group you work with every day. A project is one deal, with its people, listings and chats."
last_updated: "2026-10-21"
lang: "en"
canonical: "https://matchai.co/docs/guide/teams-and-projects"
---

# Teams and projects

> Work with other professionals. A team is the group you work with every day. A project is one deal, with its people, listings and chats.

Source: https://matchai.co/docs/guide/teams-and-projects

Real estate is rarely a one-person job. Matchai gives you two ways to work with other people, and you can use both at once.

| | Team | Project |
|---|---|---|
| **What it is** | The people you work with every day, such as your brokerage team | One deal or engagement, from first visit to closing |
| **How long it lasts** | As long as you work together | Until the deal is done, then you archive it |
| **Who is in it** | Professionals | The professionals on the deal, your client, and anyone else involved, such as the notary or the inspector |
| **Conversations** | One chat for the whole team | A chat for your client and a chat for your team to start with, and as many more as you need, in sections |
| **What it gathers** | The projects the team works on, and any listings that belong to the team | The listings, teams and people on the deal |

Open **Teams** or **Projects** in the workspace menu. If you group your conversations under **Messages**, they sit there, beside your leads, clients and peers.

## Members and roles [#members-and-roles]

Teams and projects both have members, and each member has a role: **owner**, **admin** or **member**. The person who creates a team or a project is its owner. Owners and admins invite people and manage the space. Members take part.

A professional you add to a team or a project receives an invitation and joins when they accept. Your client, and people without a Matchai account such as a notary, are added to a project straight away. [Roles and permissions](https://matchai.co/docs/guide/teams-and-projects/roles-and-permissions) explains exactly what each role can do.

<Cards>
  <Card title="Teams" href="https://matchai.co/docs/guide/teams-and-projects/teams">
    Create a team, invite your colleagues and share the team chat.
  </Card>
  <Card title="Projects" href="https://matchai.co/docs/guide/teams-and-projects/projects">
    Give each deal its own space, with its people, listings, teams and chats.
  </Card>
  <Card title="Roles and permissions" href="https://matchai.co/docs/guide/teams-and-projects/roles-and-permissions">
    What an owner, an admin and a member can do, and how ownership changes hands.
  </Card>
</Cards>

## Sitemap

- [Every page of Matchai Docs](https://matchai.co/docs/sitemap.md)
- [llms.txt](https://matchai.co/docs/llms.txt)