How do I add a contact to my transaction?

How do I add my contacts and enable access for them into the system?

Once you have created a new transaction, you will see a "Contacts" tab. Click Contacts to add any vendors, buyers, sellers, cooperating agents, etc. to the transaction! Simply click the "Add contact" window and begin to type a name. If this contact has been used before, you will see it auto-populate, and you can simply click and complete.

If you need to add a new user, click "Create a new contact for..." and you will be guided to a "New User" window where you can enter their information. 

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From your new user window, you can enable their access into GO! by selecting "Allow User Access" under the "Transaction Permissions" section.

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If you do not select to enable access at this point, you can do so later by selecting the three-dot icon in the top left corner of the contact tile. Select "Edit", and you will be guided back to your "New User" window where you can enable access for your contact. 

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One thing to keep in mind is that you do NOT want to add your agent as a contact as they will have LIMITED visibility into the transaction. You will want to add your agent as a USER, by going to SETTINGS > ADD USER. 

If you have any questions, please reach out!