Collaborate With Others
If you work with a Transaction Coordinator (TC), Assistant or on a team, you may want to give someone else access to your account. When you grant someone with access to your account, they can log into their account and then jump into your account, where they can create and manage disclosure packages on your behalf.
How to grant access to your account
Step 1- Navigate to your account Settings
Click on your name in the top right-hand corner of your screen and select the "Settings" option from the dropdown menu.
Step 2- Navigate to the Security tab
In this view there will be a button to Grant Access to your account. Select that to enter the Team Member's information.
Step 3- Enter Contact Information
Use the name and preferred email address for the individual of who you are giving access to your account. Confirm this action by selecting the "Grant Access" button.
Once you have granted someone with access to your account, they will receive an email notifying them of the new access permission.
The next time that they log into their account, they will be able to click on their name and select the switch feature.A window will open up where they can choose your account from a list of user accounts they have access to. Going forward, they will be able to search for your account to navigate into where they can create and manage disclosure packages on your behalf.
Q: If I am granted access to someone's account can they see what I am working on?
- A: Your account and information will not be shared if you are given access to someone else's account.
Q: I gave someone access to my account, why is their name not showing in my switch option?
- A: You would need to be invited to that persons account before you're able to switch into their profile. If needed you can use the request access option
Q: Can I remove someone's access from my account?
- A: Yes, if you need to remove someone's access you can choose to revoke access by going back to the security option, selecting their name and removing their access.