Granting TC Access

We created Breeze to help agents get their work done faster. Want to move at warp speed? Allow your transaction coordinator to share the workload! ?

VISUAL GUIDE

STEP-BY-STEP GUIDE

Approve an Access Request

1. From the Breeze home page, click on Invite Your Team, or click My Team in the left menu column.
2. You will find any Pending access requests here on your My Team page. 
3. To grant access to a requestor, simply click Approve.
4. After clicking Approve, that person will show on your list of Collaborators.
5. At any time, you can use the Actions Menu to remove that Collaborator and their access will be revoked.

Granting Access Without a Request

If a collaborator hasn't submitted a request, you can still manually grant them access following these steps.

1. From the Breeze home page, click on Invite Your Team, or click My Team in the left menu column.
2. On the My Team page, click Share. Then select Share Account.
3. Enter the user's email address to whom you'd like to grant access to your disclosures.
4. Then click Send Invite. 

If you have any other questions about using collaborators in Breeze, please reach out to our 24/7 Support team!