You can add many people, entities or professionals in your team and guest access can be granted to them (not entities).
If you choose Guest Access” when adding a new team member and add an email address, your new team member will have their own personal portal account and be granted access to your portal with permissions you have granted them. You can choose, Limited access based on relationships (prefilled by us) , Full access or Custom, which will allow you to choose what a team member can see and modify.
When your team member logs into their portal and enters their login details, they will see a SWITCH button on the top right of their portal.
If they click on the SWITCH button, they will have a drop down menu with their name and names of other portals they have access to. If they click on your name, they will then switch to your portal and see all areas within your file that they have access to.
Once the team member has switched to view your portal, they will see your name at the top of the page to indicate which portal they are viewing.
The guest access permissions will denote the access to your portal. Any greyed out areas on the portal mean access has not been granted on this feature.
Guest Access and permissions of access can be edited and deleted at any time.