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Support Center
Creating Your Team
Getting Started
Setting Up Your Profile
Transaction Templates
Transaction Template Setup
Details, Dates & Document Templates
Milestones
Reminders
Client Experience
Client Experience
Sharing Settings
Decision Pages
Integrations
Dotloop
Skyslope
API
Calendar
Email & Communication
Email
Chat
Working a Transaction
Task Management
Smart Views
Intake Workflow
Creating Your Team
Add a User
Roles & Permissions
Contacts
GO! FAQs & Upcoming New Features!
FAQs
Billing
Creating Your Team
Add your team to Preclose and choose when to collaborate.
How do I merge duplicate contact records?
How do I delete a contact?
Add a User
How to Add a User
How do I add my agents to GO?
Can I add a photo for my users?
Can I set a default coordinator for my files?
Can I resend an invitation to a user?
See more
Roles & Permissions
How do I allow my agent to view information but restrict them from being able to edit any of the information?
What are the roles that I can assign to my Users?
Can my agent see my files?
