You can provide access utilizing the Side App Account section. Please note that only the transacting agent is able to provide access to others. To provide visibility to all the transactions in the compliance review from the Side App, you would:
- Click the arrow at the top right of your Side App
- Click Account
- Click Team
- Toggle the two buttons to the “On” position that are located to the right of the requesting agent’s name.
Note: This method cannot provide access on an individual transaction basis. You either give visibility to all the transactions or nothing.