Inviting TC's into your file rather than giving them our user name and password.

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Jim McInerney

Requester

We should be able to invite our TC's to view/edit/manage our files without having to give them our username and password.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Jim,

Ryan from the Product Team here at SkySlope.

For TC's are these TC's outside your brokerage i.e personal TCs? If so, it's possible for you brokerage to add them to the account as a user with role type Limited TC and they can work on your behalf without sharing your login.

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