1. Disclosures.IO - Product FAQ
  2. Sharing Your Disclosure Package

Edit Someone's Access to a Package

Changing Someone's Role

Sometimes you hit send just a little too quickly, and shared the package with your team member as a buyer agent, or gave a buyer agent access as a buyer. This article will show you how to update the role for someone who already has an invitation to your property package.

How It’s Done

Step 1 - Navigate to Your Property Package

Step 2- Click on the Viewers tab

You will see a list of all the people with direct access to your package - your team members, buyer agents, and buyers who your team has shared with directly.

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Step 3- Edit

Click the Edit button below the name of the person whose role needs to be updated.

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Step 4- Update and Save

The buyer/agent will receive a new email notification that will allow them to access the package with the permission of their new role. 

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FAQ

Q: I sent an email invite to someone but they want me to send it to a different email, what do I do?

  • A: You will need to use the share button to send them another invite to their preferred email address. 

Q: How do I remove someone’s access to the property package?

  • A: Near the edit button you’ll see the remove button. For more information check out this help article: Remove Access to a Package
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