Agent ability to allow temporary access to file to another Agent for a set period of time

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Heather Brown

Requester

Allow Agents to assign temporary access to their file(s) to an Agent who is backing them up when they are out of town or sick.

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hey Heather,

You can have your agents provide temporary access by having them add the agent that is covering for them as a co-agent to the file. The co-agent feature will share the entire file with that agent. Once the agent returns from vacation, they can remove them from the co-agent field which will unshare the file. This is the best way to give temporary access to their property file. Let me know if you have any questions.

 

Thanks,

Jessey, SkySlope Product Manager 

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