Do you need to give access to an individual on your team 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 provide this access without changing their user role and permissions within the Team settings.

How to Set it Up

Collaborators can be viewed and managed on the right-hand side of a lead profile. 

Adding Collaborators 

To add collaborators to a lead profile, click the blue plus sign in the collaborator's tile > select desired users > save. 

Removing Collaborators

To remove collaborators on the lead profile, hover over the collaborator's name within the collaborator tile > select the trash icon.

Filtering by Collaborator

On the people screen, you can filter by collaborators to see what leads a specific user is assigned to.

Mass Adding Collaborators

You can mass-add collaborators to a number of people.  Select the contacts you'd like to add collaborators to and select Add Collaborators from the mass actions menu.

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.

FAQs