Create a Team in TransactionDesk
Kayla Pierson
31 steps
2 minutes
Transactiondesk
1
Navigate to [https://pr.transactiondesk.com/](https://pr.transactiondesk.com/)
2
Click your Profile Icon in the upper right hand corner.
3
Click "Settings"
4
Click "Teams/Sharing"
5
Click +Add.
6
Click this text field.
7
Name Your "Team"
8
Click "Save"
9
Click the "Search Agents" field.
10
Type the Agents Name you'd like to add to your "team".
11
Select the checkbox next to their name.
12
Click "Add Members"
13
Click this dropdown. Select which permission you'd like to grant.
Tip! \ "**FULL**" provides the other user access to type and send Authentisign requests like the primary user.
Alert! It is NOT recommended to "Allow Impersonation". This allows the other user to *act as* the primary user - like a Broker can.
14
Click "Save Settings"
Alert! If you already have a Transaction created, continue to **Steps 15-22.**\ \ If you do not already have a Transaction created, you can apply Team/Sharing during the Transaction set up using Templates. ***(See Step 23-31)***
15
Go to any Transaction from your "Home" button
16
Select the transaction you'd like to share.
17
Click the "3 Dots Menu" button.
18
Click "Teams/Share"
19
Click the "Team" you created that you'd like to share with.
20
Click the Right Arrow button to move the "Team" to the right box.
21
Click "Notify assigned users of this team/share" and add an optional message to send the other user an email notification of the Transaction share.
22
Click "Save"
Apply Team Settings to Templates
Tip! If you'd like to share your created transactions with your "team" every time, utilize the Team/Share setting within your **Transaction Templates.**
23
Click Templates icon in the left toolbar.
24
Click "Transaction Templates"
25
Select your template you'd like to apply the Team/Share setting to
26
Click "Teams/Sharing"
27
Click **+** icon to *Add Share Group*
28
Click the "team" you'd like to share with.
29
Click the right arrow icon.
30
Click "Save"
31
Click "Update"
Create a Team in TransactionDesk
Kayla Pierson
31 steps
2 minutes
Transactiondesk
1
Navigate to [https://pr.transactiondesk.com/](https://pr.transactiondesk.com/)
2
Click your Profile Icon in the upper right hand corner.
3
Click "Settings"
4
Click "Teams/Sharing"
5
Click +Add.
6
Click this text field.
7
Name Your "Team"
8
Click "Save"
9
Click the "Search Agents" field.
10
Type the Agents Name you'd like to add to your "team".
11
Select the checkbox next to their name.
12
Click "Add Members"
13
Click this dropdown. Select which permission you'd like to grant.
Tip! \ "**FULL**" provides the other user access to type and send Authentisign requests like the primary user.
Alert! It is NOT recommended to "Allow Impersonation". This allows the other user to *act as* the primary user - like a Broker can.
14
Click "Save Settings"
Alert! If you already have a Transaction created, continue to **Steps 15-22.**\ \ If you do not already have a Transaction created, you can apply Team/Sharing during the Transaction set up using Templates. ***(See Step 23-31)***
15
Go to any Transaction from your "Home" button
16
Select the transaction you'd like to share.
17
Click the "3 Dots Menu" button.
18
Click "Teams/Share"
19
Click the "Team" you created that you'd like to share with.
20
Click the Right Arrow button to move the "Team" to the right box.
21
Click "Notify assigned users of this team/share" and add an optional message to send the other user an email notification of the Transaction share.
22
Click "Save"
Apply Team Settings to Templates
Tip! If you'd like to share your created transactions with your "team" every time, utilize the Team/Share setting within your **Transaction Templates.**
23
Click Templates icon in the left toolbar.
24
Click "Transaction Templates"
25
Select your template you'd like to apply the Team/Share setting to
26
Click "Teams/Sharing"
27
Click **+** icon to *Add Share Group*
28
Click the "team" you'd like to share with.
29
Click the right arrow icon.
30
Click "Save"
31
Click "Update"
