Representing both a vendor and a purchaser in a transfer transaction in a single PEXA workspace?
Simply follow the steps outlined in the video and below to add the additional role, either Proprietor on Title or Incoming Proprietor. You can then switch between these roles to successfully complete the tasks assigned in the workspace.
View Roles Assigned to a Workspace
Your Role assigned to a particular Workspace is displayed under Workspace Settings in the left navigation panel of your Workspace.
Edit Roles Assigned to a Workspace
Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes.
You can change or add a Role from the Workspace Settings screen.
- Select Workspace Settings from the left navigation.
- From the Role Settings section, select Edit.
- Choose your new Role from the Role drop down list.
- Select Add Role.
- From the Actions cog menu, determine if this Role will be your Default role.
Result: Your new Role will display in the Role Settings section of the Workspace Settings screen. If this role is your default role, it will display under Workspace Settings in the left navigation panel.
Changing an incorrect role
If you have been assigned an incorrect role in a Workspace, follow the above steps to add the correct role. Then remove the incorrect role using Actions and then Remove.