4 comments

  • Prod Squad
    Official comment
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    Hi Erica!

    Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! An admin view of Forms is something that is on our team's radar. We will be sure to keep this thread posted with any updates. Question for you - are there any other occasions you'd envision needing an admin view of Forms?

    Thanks again and have a great day!

  • Transaction Coordinator
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    The creator of your Skyslope account (whoever is the real admin) has to give you access to that. Once they make it so you're able to add/deactivate users you just go into your account- manage agents and then you can change emails etc.

  • Erica Botbol
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    I am the main admin. i dont want to deactivate them. I want to be able to see their active forms and files before it is converted to a transaction in skyslope.

  • Erica Botbol
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    Hi @prod squad.

    1. Question for you - are there any other occasions you'd envision needing an admin view of Forms?

    - yes, there are many times where we are training new agents and without doing a screenshare it is hard to help them troubleshoot. this is also a newly implement software for our brokerage so it helps in being able to test issues.

    - additionally, we will shortly be integrating SkySlope to our CRM and it will be challenging to test and create requirements without the ability to see their forms.

    - from a compliance standpoint it will also help in ensuring they are using appropriate templates and trainings for which forms should be used or added for specific transaction types.

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