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 Supportposted
3 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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S
SkySlope Supportposted
3 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?
Created By Davidson Louis
RequesterHello,
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
0 Votes
2 Comments
SkySlope Support posted 3 months ago Admin
Created By Suzanne Backstrom
RequesterDavidson 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.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi 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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