We need to be able to add an Agent's assistant as a separate user but only access to that agent's transactions. This way we can keep track of the changes they make in the log. Currently, the assistants need to log in as the agent.
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Official commentComment actionsHi Jennifer,
Thanks for reaching for contacting Support, we appreciate you taking the time to provide us with that feedback! Good news on this one, this is currently a feature!
When entering in a user under the role field you would input them as a Limited TC this gives them their own log on and allows them to create files for agents in your brokerage. I've attached a guide on this subject!
https://support.skyslope.com/hc/en-us/articles/212365337-How-to-Add-a-User-in-SkySlope
Hopefully, that's what you were looking for! :)
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