...
| Info |
|---|
Only the assistant can view the agent’s files. Agent’s cannot see each others, unless they are involved in the transaction |
Creating your Team
Click on Teams
Click Add
Fill out the team name, set status to active. After finding your agent, click on add
Setup Team Assistant
Click on Employees
Click on the Employee profile
Toggle on Team Assistant
Go back to the Previous Screen and click on Access
Click Edit
In the drop down fields, select the Team to add the assistant. Then set their access levels and hit save.
The team assistant will now be able to manage the team member files.
...