Transaction Manager, Transaction Coordinator, Transaction Closing Coordinator & Checklist Manager Roles

Roles can be enabled by going to the user's Roster Profile and scrolling to the Office Info section and choosing the appropriate Roles. 

Transaction Closing Coordinator - This Role should be enabled for the user who is responsible for closing out Transactions. For your admin or staff you will need to select the role in the user's Profile. This allows the user to populate in the dropdown menu for Transaction Closing Coordinator. Anyone with Roster access can set this Role.

If you are the financial administrator and have access to Transaction Settings in the Setting under the Financial Section, you can set up a default Transaction Closing Coordinator. This enables a Closing Coordinator to be assigned to the transaction upon creation.

Transaction Manager - This Role should be enabled for the user who is responsible for managing the transaction. For this admin or staff you will need to select the role in the user’s Profile. This allows the user to populate in the dropdown for Transaction Manager on a Transaction. Anyone with Roster access can set this Role.

If you are the financial administrator and have access to Transaction Settings in Settings under the Financial Section, you can set up a default Transaction Manager. This enables a manager to be assigned to the transaction upon creation.

To set this up go to Settings->FinancialBaY Section->Transaction Settings. Once you've opened the Transaction Settings, scroll toward the bottom to the last section labeled Transaction Managers. Setting a default will assign that person to every transaction in your Database. You can also assign a Transaction Manager for each office if that person is different based on Office.

Transaction Coordinator - This Role should be enabled for any user who is responsible for Transaction Coordination. Transaction Coordinators work on an agent’s transactions as a Listing or Buying Coordinator.  For this user you will need to select the role in the user's Profile. This allows the user to populate in the dropdown for Listing or Buying Coordinator on a Transaction or on a Coordinator Group. Coordinators can see Transactions they are assigned to under Coordinator Transactions. Anyone with Roster access can set this Role.

Coordinators can be assigned to a transaction upon creation by selecting a Listing or Buying Coordinator in the Transaction Wizard. Additionally, a default can also be set up for a specific user so that when a transaction is created for that user, a Listing or Buying Coordinator is automatically assigned to the Transaction. This is set up in the user's Roster Profile, Preferences Tab.

To set this up, go to the user's Roster Profile -> Preferences - scroll to the section labeled Transactions, then choose who the Listing Coordinator and/or Buying Coordinator should be.

Checklist Manager - This Role should be enabled for any user who is responsible for reviewing your Checklists for Compliance. You will need to select this Role so that the user will populate in the dropdown to be selected as a Checklist Manager. Anyone with Roster access can set this Role.  Checklist Managers can be set on the Checklist individually or as a member of a group. To learn more about setting up a Checklist click here to learn more about creating a Checklist.

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