Tutorials
Teams · walkthrough
Check team access and choose the right message audience
Keep access deliberate and conversations attached to the work.
Updated 3 steps
On this page
Before you start
- An account with permission to manage your organization
The complete walkthrough
Step 1: Check the 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
Your account belongs to the intended organization and has the appropriate role.Step 2: Confirm access
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
The expected workspace and authorized order are accessible to your account.Step 3: Choose message visibility
Open the correct order and choose the available audience deliberately. Keep internal notes separate from lender or appraiser correspondence.
Check
Verify the audience before sending. A notification is an alert to review the order, not proof that everyone read it.
Before you move on
- Organization confirmed
- Least necessary role
- Existing account access verified
- Audience checked