What is the “Your Team” widget

The Your Team widget allows users to add their own firm contacts that will be acting on the transaction. Click on the button titled ‘Add a team member’:

Add a team member

Select the User and Role and click on the ‘Save’ button.

Add Your Side team member

Your or your colleagues details will be added to the transaction. Multiple contacts can be added and removed.

You can add a colleague to the transaction for a period of time, maybe to cover leave. Just click on the calendar and set the dates.