Primary subscribers have the ability in PEXA to nominate other subscribers to act on their behalf. In some cases, primary subscribers may have a number of subscribers they pass property transactions to. These delegated subscribers belong to a panel.
Principle Subscriber Administrators have the ability to add members to their panel and assign default settings for this panel.
Please refer to Maintaining Panel Members article under Subscriber Administration or more details on setting up Panel Members.
Forward Invitations to Panel Members
Once panel members are set up, you are now able to forward invitations to one of the selected panel members from the Outstanding Invitations Received screen.
When an invitation from another PEXA subscriber is received, click Invitations to navigate to the Outstanding Invitations Received screen
Select the invitation, or multiple invitations, you wish to forward using the selection checkbox alongside the invitations.
Select the appropriate Subscriber from the Panel Member drop-down. Note: The required subscriber must exist as a Panel Member, as setup by your Subscriber Administrator.
Click Forward Invitations.
Result: The selected Panel Member receives the forwarded invitations. They can then accept the invitation and act on your behalf in the selected Workspace.