Sharing a transaction

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Davidson Louis

Requester

Hello,

Hoping there is a way you can give access to a co-agent on a transaction to make changes to the Transaction worksheet or any other document that was created by the primary agent for that specific transaction.  I know you can give someone access by putting them under the "My Team" tab but that gives access to all that person's transactions.  It should be on an individual case if needed.  Hope this makes sense.  

Regards, 
Davidson 

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SkySlope Support posted about 2 months ago Admin

Created By Suzanne Backstrom

Requester

Davidson Louis, I'm not sure if this is what you are asking, but you can give access to an individual transaction by adding the second agent as a co-list or co-buy agent in the transaction details tab. It has worked for us to allow them to upload docs, see the transaction etc. I'm not sure if that extends to digisign or other functions as we haven't tried that.

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Davidson!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out! I can confirm that at this time, the ability to give access on an individual case basis is not available. I've recorded this feedback for our product management team to review -- may we reach out to you if we have any questions?

Thanks again and have a great day!

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