Using the Collaborator Feature

Do you need to give access to a person beyond just the assigned agent and lender?

Perhaps you want a team lead or ISA to have access, but do not want to raise their access to be an admin.

Collaborators are an easy way to give additional members of your team access to a person.

You can easily view and manage collaborators for a person on the right hand side of the person details page.

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Filtering by Collaborator

You can filter by collaborators on the People screen:

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Mass Adding Collaborators

You can mass-add collaborators to a number of people. Tick the people you'd like to add collaborators to and select "Add Collaborators" from the Actions menu:

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You can add selected people to multiple collaborators in one go. Each collaborator will be notified via email that they were added to people.

You can also mass-remove collaborators from a number of people in the same way.

Automatically Adding Collaborators

Use Action Plans to automatically add collaborators to leads as they come into Follow Up Boss:

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More on Action Plans

Permissions

Collaborators are able to perform any actions that an assigned agent or lender can.

Collaborators can also view any shared emails for the person.

 

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