Office Manager Role

Created by Aubrey Finney, Modified on Thu, 1 May at 6:08 AM by Muhammad Harris

The Office Manager role fills the gap between Limited TC and Admin accounts. Office Managers can automatically access all files, without also having the compliance features of approving and rejecting documents.

Let's take an in depth look at the Office Manager's account permissions.

OFFICE MANAGER

File-level Permissions

Create, access, and edit files for self and all agents in same office	✔
Request cancellation of files	✔
Close and reactivate files	✘
Archive files	✘
Approve cancellation of files	✘

Checklist Permissions

Upload and remove documents from Checklist	✔
Accept/Reject documents submitted to Checklist	✘

Admin Permissions

Access to Admin hub (Manage Checklists, Agents, Offices, Stages)	✘
Generate brokerage reports	✔

Changing a user's account type is easy:

In your Admin hub, select the Manage Agents tab
Select the user you want to update
Change the user's "type" to Office Manager
Then save your changes

Here's a visual guide of how to change a user's role.

Here's an overview of the other roles available in SkySlope:

AGENT

Create files for self	✔
Create files for others	✘
Access own files & co-agent files	✔
Submit documents for review	✔
Request cancellation of files	✔

LIMITED TC

Create files for self	✔
Create files for others with TC Access enabled	✔
Access own files, co-agent files, files created for others	✔
Access all files in assigned office	✘
Submit documents for review	✔
Request cancellation of files	✔

ADMIN

Create and access files for self and all agents in same office	✔
Submit documents for review	✔
Accept and reject submitted documents	✔
Approve cancellation of files	✔
Close & archive files	✔
Manage Agents, Checklists, Offices, Stages, and Reports	✔

Still have questions about the Office Manager role? We have answers!

How can we utilize this role?

The possibilities are endless. Grant Office Manager access to your accountants, transaction coordinators, file auditors, title/escrow contacts, third-parties — anyone who would be able to further streamline their process by having direct access to the contents in a SkySlope files.

How can we set up an Office Manager account?

The only way to have Office Admin access is through an active SkySlope account. For example, if you want to give your title company access, you would need to create a new SkySlope user account for them. Click here to learn how to create a new user account. Be sure to select Office Manager for the account type.

What if the person/company who needs Office Manager access already has a SkySlope account?

If the person needing Office Manager access already has a SkySlope account, you can simply change their account type! From the Manage Agents page in the Admin hub, open their account details; change the type to Office Manager, and save your changes. Check out the visual guide of how to change a user's role.

For an in-depth breakdown of all SkySlope account types, click here.

If you have any questions about the Office Manager role that aren't answered here, please don't hesitate to reach out to our 24/7 Support team via live chat, phone, or email!