There are times in the business when we need the ability to step away from the practice. Whether you are heading out of town, or you have a family emergency, or you are undergoing a medical procedure, you may be looking for a way for a working partner to manage a transaction while you are gone. One of the critical steps will be to give them access to the transaction within BackAgent. You can give them ‘Full Access’ to view, and add/edit documents. Or ‘View Only’ access.
Log into BackAgent and go to your transactions.
Click on the address that you want to share. Then click on ‘Contacts’.
Under your contact information, click on ‘Add Partner’
Start typing the name of your team member to search for them in the contacts. Select them, and hit ‘Add Contact’
Your team members contact information will display. Click ‘Select Contact’
You will see your team member now display beside you under contacts. Now click ‘Share Transaction’ in the upper right corner.
Click ‘Update Access’.
Select ‘Full Access’, then click ‘Update Access’
You will then see the Full Access updated on next to the team member. Don’t forget to remove that full access when you return if they are no longer participating in the transaction.
As always, don’t hesitate to come see me if you have any questions.