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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S
SkySlope Supportposted
6 months 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.
Created By Jim McInerney
RequesterWe should be able to invite our TC's to view/edit/manage our files without having to give them our username and password.
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi 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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