Summary 


This feature is commonly used by team members who share work on certain cases. 


For example, this feature can be utilised if you as a solicitor would like your assistant to also be assigned to your cases so they can process or manage the information through a separate account. Any staff who are assigned to a case will be able to view it on their homepage. 


Please note that to assign other users, you need to be either a Team Admin, Office Admin or Platform Admin. 

(If you are an Agent you will not have access to this feature.)


TABLE OF CONTENTS

 

Video Demonstration




Detailed Description 


This feature is especially helpful if you as a Real Estate Agent or Solicitor meet clients regularly and you have someone in the office managing the platform for you. The office admin can create a draft case on your behalf, and assign you to the case. This means that when you are out meeting a client, you can click into the draft case created, and verify your clients instantly, saving valuable time.


Step 1: Navigate to your case


From the home screen, click on the case you wish to add a team member. 



Step 2: Assign


Once you are in the case, click on "Assign" at the top right corner, and select one of the options from the drop down menu.