Skip to main content

Do I need approval to get visibility to another agent’s transactions?

Michelle Corpian
Updated
Do I Need Approval to Get Visibility to Another Agent's Transactions?

Do I Need Approval to Get Visibility to Another Agent's Transactions?

Who needs explicit approval to see another agent's transactions in the Side App, who's automatically granted access, and how Transaction Coordinators — including Side-provided TCs — should request it.

Associate Agents & Co-Listing Agents

Yes — if you are an Associate Agent or Co-Listing Agent and want visibility into another agent's transactions in the Side App, you'll need that agent's explicit approval.

How to Get Access

  1. The agent whose transactions you need to see must contact Side Support — via chat or by emailing help@side.com — to request that you be granted access.
  2. Once approved, you'll be granted visibility into all of that agent's transactions.
Access is all or nothing Visibility cannot be granted on a per-transaction basis. Once approved, you'll see every transaction associated with that agent — there's no way to limit visibility to a single deal.

Partners & Team-Assigned Transaction Coordinators

Partners and Transaction Coordinators who are part of an agent's own team are automatically granted visibility into their team's transactions — no additional approval is needed for transactions within their own team structure.

Side-Provided Transaction Coordinators (Side TCs)

If you're a TC provided through Side rather than hired directly onto a specific team, and you need to be designated as TC of record for an agent — or added as a DocuSign CC for that agent's transactions — the agent can grant this access themselves, with no need to go through Side Support.

How the Agent Grants Access

  1. The agent goes to their Account Settings in the Side App.
  2. Click Team Management.
  3. Find your name in the team member list and use the Edit Your Transactions dropdown to grant access.
No Side Support request needed Unlike the Associate Agent / Co-Listing Agent process above, TC access is granted directly by the agent in Team Management — there's no approval request to submit to Side Support for this.

Related articles