We have several Auditors who are also Agents, however they may be an Auditor for Office A and Agent in Office B. Right now, we have to create a second user account to handle this. Not only is this wasteful (we are charged per license), but the user has two logins which is extremely inefficient. Our Auditors cannot audit their own files so this comes up quite often.
We heard from our CSM that you are expanding on your current roles and permissions. It would be great if you could come out with a single user account that could be both Auditor and Agent in different offices.
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4 Comments
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SkySlope Supportposted
6 months ago
Admin
Created By Christine Hernandez
Requester
Hi Kallie
1. It would be beneficial to log into the account and have the option of accessing the same as an agent or auditor since I am both. Maybe on the top right tab where you can select account and admin, there should be an option for agent and auditor. That way I can choose from Auditor to Agent and not have everything mixed.
2. It would be helpful for me to select from which office I am selecting the checklist.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Christine!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Would it be beneficial if there was a tab to select which agent or admin you would like to access once logged into SkySlope as an auditor?
Would it be helpful if there were office options when selecting a checklist type per transaction or per agent?
Thanks again and have a great day!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Christine Hernandez
Requester
I am having this same problem as well! I am an Auditor and Agent. Every time I create a new transaction as an agent, SkySlope won't allow me to choose from which Office I need my Checklist. Also, in managing transactions, I see all Agent's transactions including mine when working as an agent. Is there a way to log in with the same email and include an Agent and Auditor Tab and not mix both? We are charged per user and it would be unnecessary to create another account for this task. Dotloop has this feature.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi William Raveis Master Account,
My name is Gabby and I am part of our Product Team here at SkySlope. Thank you for your feedback! We understand your request and will monitor this post for up-votes and comments.
Created By William Raveis MASTER ACCOUNT
RequesterWe have several Auditors who are also Agents, however they may be an Auditor for Office A and Agent in Office B. Right now, we have to create a second user account to handle this. Not only is this wasteful (we are charged per license), but the user has two logins which is extremely inefficient. Our Auditors cannot audit their own files so this comes up quite often.
We heard from our CSM that you are expanding on your current roles and permissions. It would be great if you could come out with a single user account that could be both Auditor and Agent in different offices.
0 Votes
4 Comments
SkySlope Support posted 6 months ago Admin
Created By Christine Hernandez
RequesterHi Kallie
1. It would be beneficial to log into the account and have the option of accessing the same as an agent or auditor since I am both. Maybe on the top right tab where you can select account and admin, there should be an option for agent and auditor. That way I can choose from Auditor to Agent and not have everything mixed.
2. It would be helpful for me to select from which office I am selecting the checklist.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Christine!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Thanks again and have a great day!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Christine Hernandez
RequesterI am having this same problem as well! I am an Auditor and Agent. Every time I create a new transaction as an agent, SkySlope won't allow me to choose from which Office I need my Checklist. Also, in managing transactions, I see all Agent's transactions including mine when working as an agent. Is there a way to log in with the same email and include an Agent and Auditor Tab and not mix both? We are charged per user and it would be unnecessary to create another account for this task. Dotloop has this feature.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi William Raveis Master Account,
My name is Gabby and I am part of our Product Team here at SkySlope. Thank you for your feedback! We understand your request and will monitor this post for up-votes and comments.
Happy SkySloping!
0 Votes
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