Brokerage Management Permissions

The Brokerage Management section in SkySlope Forms allows Broker Edition customers to tailor their account setup to meet their needs. From here, you can create and manage groups and teams, and grant access to additional features.

In this article, we'll go over:

• The People Tab: Manage people and grant brokerage-level permissions.
• The Groups Tab: Create and manage groups, group permissions, and group file sharing.

IMPORTANT: Before granting a user certain permissions, ensure that you are in the right place to grant the proper level of permissions.

The People Tab

Your brokerage admins can use the People tab to manage various permissions within SkySlope Forms. Users granted permissions on the People tab will be able to manage these features for the entire brokerage.

Manage Brokerage Permissions

1. Log in to SkySlope Forms.
2. Click on your name in the upper right corner.
3. Select Brokerage Management.
4. On the People tab, locate the user whose permissions you'd like to change.
5. Click on the Menu icon ︙ , and then select Edit Permissions.
6. Select the appropriate role (more details below), and then click Add.

Permissions Breakdown

Examples

Here are some examples of tasks that users can accomplish with various permissions enabled:

• Basic User: Create and manage Forms files for themselves. Prepare forms and send them for signatures.
• People Manager: Create and manage Forms files and envelopes for themselves. Access the People and Groups tabs within Brokerage Management, allowing them to create and manage Groups. Grant access to other Administrators. For more information, see the Groups tab.
• Clause Manager: Create and manage Forms files and envelopes for themselves. Access and manage the Brokerage Clauses tab, allowing them to create, manage and share all Brokerage Clauses. For more information, see Manage Brokerage Clauses.
• Template Manager: Create and manage Brokerage Templates for the brokerage. Create, edit and share customized collections of forms that agents can use to get a jumpstart on their files. For more information, see Manage Broker Templates.
• Forms Manager: A combination of the Template Manager and Clause Manager roles, a Forms Manager can manage all things Forms: Brokerage Clauses, Brokerage Templates and Buyer Agreements.
• Forms Administrator: A combination of all roles, a Forms Administrator has full access to all SkySlope Forms admin functionality. Create and manage Forms files and envelopes for themselves. Access Brokerage Management, allowing them to manage People and Groups. Access the Brokerage Clauses tab, allowing them to manage Brokerage Clauses.

The Groups Tab

With the proper permissions enabled, your Brokerage Admins can use the Groups tab to manage Groups and file sharing access.

Grant Group Permissions

Users granted permissions on the Groups tab will be able to manage these features for all Groups they are assigned to. To grant certain permissions to an individual within a group, follow these steps:

1. Create the new group and add individuals by following the steps above.
2. Open the Group, and you will see a list of all individuals within the Group.
3. Locate the individual(s) in the Group who need Group File Management Access. For those individuals, click the action menu icon ︙ and select Edit Permissions.
4. Use the drop-down menu to select the proper permissions for that individual.

Click here to learn more about managing Groups and file sharing.

If you have any other questions about the Brokerage Management tools available in SkySlope Forms, please reach out to our 24/7 Support team.