How to assign a Solicitor to a Dataroom
WP Property Drive – A full-featured property management plugin
As an admin, head over to the Users section, select a user and scroll down to the Property Drive Roles, Capabilities & Linked Assets section. Select the “Solicitor” custom user role from the dropdown and assign a property to the respective user.
When the Solicitor has been assigned to the property, head over to Property Drive -> Integrations & Modules -> Datarooms and upload as many documents as you want to the Solicitor’s assigned property.
The Solicitor will then be able to see all uploaded documents in their Account section.
Share
Maybe it’s time your estate agent website had a faster frontend!
Using technologies such as WordPress, Lighthouse, Persistent Object Caching and bleeding-edge server software, it’s now easier than ever!
WordPress Property Drive
A property management plugin for WordPress
Import properties from Property Drive, search, display, filter, sort, and map using our flagship WordPress property plugin.
Import properties seamlessly from Daft, MyHome, Acquaint CRM, Rightmove, Reapit CRM, and more using our custom feed integrations!
WordPress Lighthouse
A pagespeed optimization and performance plugin