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Frequently Asked Questions

What is a Team 

The Teams feature in Snap2Close allows users to share branding and listing  access across multiple members of a team. Here’s what you need to know about using this feature: 

  • Creating a Team: When you first create your Snap2Close account, you also  created a Team. You can invite others, such as a transaction coordinator or an associate, to join your Team. You have control over what each team member has access to. 
  • Accessing Team Settings: You can access your Team settings by clicking on the Team icon on the menu. The Team webpage is divided into two sections: Team Details and Members and Admin. 
  • Team Details: In this section, you can change the name of your Team, create a description, enter your brokerage name and website address, and upload your brokerage logo. 
  • Members and Admin: This section allows you to invite members to your Team, assign each member’s level of authority, and upload an Avatar or image. 
  • Inviting Members: When you invite a member to your team, they will complete a simple form, and you can assign their level of authority. The member must accept the invitation to join your team.
  • Team Member Use Roles: Members can only view their own listings and place orders for themselves. Admins have more authority, including the ability to view all listings, place orders on behalf of any member, add users to the team, change roles, and update team settings. 

We hope this article helps you understand and make the most of the Teams feature in Snap2Close. If you have any further questions or need assistance, please don’t hesitate to reach out to our customer support team.Â