When we have an agent that has offboarded with the brokerage and we need to update the profile we need to add a new agent to the transaction file, our process is to add the Auditor profile for one of the managing brokers. As Auditor profiles they have have multiple boards/office they belong too. When we change the agent to an Auditor profile, it will change the Office status that that deal belongs too, is there a way for it to not randomly change to a different board/office and remain the one its currently in?
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Amanda!
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 I will monitor this post for upvotes and comments to improve this action. The auditor profiles have multiple boards or offices that they belong to and at this time there isn't an option for it not to switch once the profile is changed.
Here is a link to an article in regards to changing a user's role.
Created By Amanda Latchford
RequesterWhen we have an agent that has offboarded with the brokerage and we need to update the profile we need to add a new agent to the transaction file, our process is to add the Auditor profile for one of the managing brokers. As Auditor profiles they have have multiple boards/office they belong too. When we change the agent to an Auditor profile, it will change the Office status that that deal belongs too, is there a way for it to not randomly change to a different board/office and remain the one its currently in?
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Amanda!
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 I will monitor this post for upvotes and comments to improve this action. The auditor profiles have multiple boards or offices that they belong to and at this time there isn't an option for it not to switch once the profile is changed.
Here is a link to an article in regards to changing a user's role.
If you need additional assistance with the change of office please reach out to our Support team who can be reached at https://support.skyslope.com/ or [email protected].
Thanks again and have a great day!
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