Who Can Do What

Seeing a document takes two things: access to the transaction it lives on, and a permission category that includes your role. Answers to the common questions about private docs, office staff, outside parties, and why one agent can see a file another...

Two things decide who can see a document: whether the person can get to the transaction it lives on, and which permission category the doc was filed under. Introduction Someone is standing on a transaction, looking at its list of documents, and...

You grant document abilities per user and per location, and the six permission categories are a fixed set that can't be edited. Answers to the common questions about uploading, assigning, changing a doc's category, and who can delete a document. ...

Permissions decide what a user can do with documents: upload them, assign them, review them, delete them — and the category set on each doc decides who can see it. Introduction Most document permission questions start in the same place. Someone...

Both agents work for you, and neither should see the other side's commission. One transaction handles that — the permission category on each document is what draws the line. Introduction An in-house deal puts your listing agent and your buyer's...

When an agent can't see a document that's plainly on the transaction, it's almost always one of two things — they can't see the transaction, or the doc's permission category doesn't include them. What's Happening Document visibility in Pipeline...