Roles Within SkySlope

If you're a SkySlope veteran, you may already be familiar with the different account roles within SkySlope. However, if you're just getting started on your SkySlope journey, you may not yet be "in the know". We've taken some time to break down the different roles within SkySlope based on the abilities and limitations within their account type. Let's dive in!

In SkySlope, there are 5 different account roles:

• Agent
• Transaction Coordinator (Limited TC)
• Office Manager
• Admin/Auditor
• Broker

Each account type was designed around a certain job function, based on the typical duties of each role:

• Agent - Create files and submit documents for review. The agent can create and modify their own Listings and Transactions, submit documents, and manage lifecycle of files.
• Limited TC - Create and share files for the agents they assist. The TC can create and modify their own Listings and Transactions, submit documents, and manage lifecycle of files or do this on behalf of an agent.
• Office Manager - Create, share, and access all user files at an office-level. This role cannot accept or reject checklist items, and cannot reactivate, fully cancel, close, or archive files.
• Admin/Auditor - Reviews documents for compliance and assists with office management. The admin/auditor can accept and reject Checklist items in addition to managing Users, Offices, Checklists, and account settings.
• Broker - Every brokerage has a single Broker role. This primary account holder has full access to all users, Offices, files and account/user settings.

To make the day-to-day functions within SkySlope as easy as possible, each account type has functions that it can and cannot perform. Let's take a more detailed look at the abilities and limitations for each account type.  

 

Agent Account

An Agent's primary role is to create Listing and Transaction files to submit documents for the Auditor or Broker to review.

Create Listing and Transaction files for self; convert Listings to Transactions	✔
Create Listing and Transaction files for others	✘
Request cancellation of Listing and Transaction files	✔
Grant access to co-agents or TCs on a file-by-file basis	✔
Submit documents for review to the Checklist	✔
Reactivate canceled files	✘
Close/Archive files	✘

 

Limited TC Account

A Transaction Coordinator's primary role is to assist their agents with file creation, document management, and provide general assistance.

Create for self; convert Listings to Transactions	✔
Create files for others in same office with TC Access enabled	✔
Maintain access to files for self and files created for others	✔
Access all files in assigned office	✘
Submit documents for review to the Checklist	✔
Reactivate canceled files	✘
Close/Archive files	✘

 

Office Manager Account

An Office Manager account fits the needs for many different roles. An Office Manager account is similar to an Admin account, but does not have access to compliance features, such as accepting and rejecting documents.

Create for self and ALL users in assigned office(s)	✔
Maintain access to ALL files in assigned office(s)	✔
Submit documents for review to the Checklist	✔
Accept/Reject documents submitted for review to the Checklist	✘
Add new items to a property file's Checklist	✘
Approve file cancellation requests for agents	✘
Access Documents to Review	✔
Access Quick Audit	✘
Access Office Inbox, Office Docs, and Rejected Offers	✔
Reactivate canceled files	✘
Close/Archive files	✘
Manage Agents, Checklists, Offices, and Stages	✘
Generate Office Reports	✔
Create/Edit Offices	✘
Increase account tier level (unless otherwise noted)	✘

 

Admin Account

An Admin/Auditor's primary role is to aid the Broker with file/document review and maintain management of files to ensure compliance.

Create for self and ALL users in assigned office(s)	✔
Maintain access to ALL files in assigned office(s)	✔
Submit documents for review to the Checklist	✔
Accept/Reject documents submitted for review to the Checklist	✔
Add new items to a property file's Checklist	✔
Approve file cancellation requests for agents	✔
Access Documents to Review and Quick Audit Pages	✔
Access Office Inbox, Office Docs, and Rejected Offers	✔
Reactivate canceled files	✔
Close/Archive files	✔
Manage Agents, Checklists, Offices, and Reports	✔
Create/Edit Offices	✘
Increase account tier level (unless otherwise noted)	✘

 

Broker Account

In SkySlope, a Broker's primary role is to serve as the primary account-holder who has the highest level access to all agents, offices, files, and account/user settings.

Perform all Agent tasks listed above	✔
Perform all Admin tasks listed above	✔
Control which functions certain Admins have access to (adding users, creating/editing Checklists, access Personnel Files/Onboarding)	✔
Upload documents into Office Docs to be accessed by all users	✔
Manage account details for all users in all offices	✔
Enable company-wide notifications	✔
Create and edit Offices	✔
Increase account tier level	✔

 

 

There are some features within SkySlope that are universal across all account types:

• Send documents for e-signature using DigiSign (unless disabled by Broker)
• Create, use, and share DigiSign Templates
• Create, use, and share Task Templates
• Create and organize folders within the Personal Docs section of Working Docs
• Access documents uploaded to Office Docs section of Working Docs
• Use the one-click Archive file download tool
• Share documents via Document Bundles

 

Check out some other tutorials that go over some account-specific features:
All about Creating Listing and Transaction Files
The Admin Hub
All about TC Access
Working Docs - Agent vs. Admin/Broker Overview
Getting Started for Agents
Getting Started for Admins

 

As always, if you have any specific questions about SkySlope accounts that weren't answered in this tutorial, feel free to reach out to our 24/7 Support team at [email protected].