Check team access and choose the right message audience

An account with permission to manage your organization

Confirm the organization shown in your workspace and review your existing role. Ask your organization administrator to resolve incorrect access before using an order.

Check before continuing: Your account belongs to the intended organization and has the appropriate role.

Sign in with your own account and open an order you are authorized to access. If access is missing, contact your administrator or support. Appraiser firm invitations are not covered by this guide.

Check before continuing: The expected workspace and authorized order are accessible to your account.

Open the correct order and choose the available audience deliberately. Keep internal notes separate from lender or appraiser correspondence.

Check before continuing: Verify the audience before sending. A notification is an alert to review the order, not proof that everyone read it.