If your office has a pair or group of agents working as a Team on SkySlope, there are a couple of different ways to accomplish a Team Account set-up.

Important: For security purposes, SkySlope advises against team members logging into a shared account with one set of login credentials.

Team Account Setup

In most large teams, there are two types of participants: Agents and the Lead/Assistant. Since the Lead/Assistant and the Agents have different roles, they'll need different account types.

• Agents: Generally utilize a standard Agent account, which allows them to create their own files, access DigiSign & Working Docs, and receive notifications.
• Lead/Assistant: Can utilize a few different account types, depending on team needs and brokerage preference, that will allow them to access and work on Agents' files.

Here's a visual run-down:

Now, there are a few different ways to achieve this setup, depending on the particulars of your team's structure and your brokerage preferences.

Team Office

To ensure everyone has the proper access, we recommend creating a separate Office in SkySlope for your team. You can name the office after the team (Team Harmon, for example), and assign all of the Agent and Lead/Assistant users to that same office to ensure they can access each other's files.

Agent Account

Agents in a team can be added to SkySlope as a standard Agent account type. Each individual agent will be able to log into their own account, create and access their own property files, and so on.

Lead/Assistant Account

Depending on the functionality your office needs the Team Leads to have, there are two different account type options to give these users:

• Limited TC: These account types can create and manage files for other Agents, as long the Agents have TC Access enabled and are assigned to the same office.
• Office Manager: A step "up" from TCs, Office Managers have slightly more administrative functionality available, but not quite as much as Admin users. The main difference is that Office Managers will automatically be granted access to all files in their assigned office, without relying on Agents to enable TC Access.

You can find more information about deciding between Limited TC and Office Manager below. 

Benefits

With this setup, the Lead/Assistant is typically responsible for creating and managing the files on the Agent's behalf. Since each agent has their own account, here are the benefits:

• Files are listed under each agent's name for reporting purposes.
• Agents can still fully utilize the other aspects of their account (DigiSign, Working Docs, etc.).
• Agents can access and manage their own property files, if needed.
• Lead/Assistant can access all of the team's files in one central location.

Limited TC vs. Office Manager

For the purposes of creating teams, here are the most important differences:

Limited TC

• Can only create files for Agents with TC Access enabled.
• Only has access to files they create themselves.
• TC Access can only be enabled either by the Agents themselves or by an Admin. 

Office Manager

• Automatically has access to all files in their assigned office.
• Has access to office reports.

For a comprehensive list of differences between the Limited TC and Office Manager roles, you can click here to learn more.

The Fine Print

Here are some important details to keep in mind when setting up Team Accounts in SkySlope:

• When the Lead/Assistant is selecting the agent from a drop-down list, they will not only see the names of the agents in their team (unless the team has its own office). The Lead/Assistant will likely see all agents in their office(s).
• If an agent logs into their account and creates a file on their own, the Lead/Assistant will not automatically have access to view this file. For the agent to grant them access to the file, the agent would need to add the Lead/Assistant as the Co-Agent to the file. Click here to learn how to share files. 
• Not all Admins have the proper level of authority to make these changes, so if you're having trouble, just reach out to the Support Team and we can look into getting this set up for you.

If you have any other questions about setting up Team Accounts in SkySlope, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800/507/4117, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!