How to give your broker access to view your transactions from a single agent account KBA-01371
Description
Whether you are a brokerage or a single agent, you can create an account for your broker at no additional charge so that he/she can view your transactions.
Solution
Follow the steps below:
Step 1:
Click on the Site Administration link in the upper right hand corner:
Step 2:
Click on the User Manager tab:
Step 3:
Click on the Create New User button:
Step 4:
Select Broker as the role, fill out the user's information and then click on the Submit button:
Step 5:
Review the user's information, and if it is all correct, click on the Create User button (if the information is not correct, click on the Modify User Information button instead):
Your broker will receive a Welcome to relay® e-mail which he/she can use to view your transactions.
