Breeze Unable to Share Specific Files w/ Co-Agent Without Sharing All Files

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Victoria Holtzheimer

Requester

I'm working with a co-seller's agent on a transaction representing the Seller. She and are both working with the Seller to send out forms, and we encountered a situation where it made sense for her to access the SPD which I had sent out from Breeze. I asked support, and they explained that I could add her to my Team within Breeze which would give her access to all my files. I asked support if I could add her to only the specific disclosures for our shared transaction, and the agent told me that there is no functionality for that. It would be helpful to have the functionality to add a co-agent to specific files without giving them access to every file I have in Breeze.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

No problem! Feel free to reach out to our support team at any time and they can help with any Breeze questions you may have. Please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

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SkySlope Support posted about 2 months ago Admin

Created By Victoria Holtzheimer

Requester

Thanks for following up! This is actually my first transaction where I've used Breeze, so I can't say that I've encountered this before.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Victoria!

Tyler from the Product team here at SkySlope. I will document this feedback and pass it along to the Breeze team! Do you run into situations like this often when working with a co-agent?

Thank you!

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