Inviting a Transaction Coordinator (TC) to your Radius Office ensures they have access to manage team transactions efficiently. Follow these steps to send an invitation and grant the appropriate access.
Access the Settings Menu
From the Team Lead’s Radius Office Dashboard, click the logo at the top of the left-side menu to open the Settings Menu. Navigate to Team Settings, then select the Invite Member tab.
Complete and Send Email Invite
Fill out the Invite Team Member form, ensuring that the email and phone number are unique and have not been used in any previous team member invitations. Click the Send Invite button to send an email invitation to the provided email address.
Accept Invitation
The invited team member must open the email invitation and click Accept Invite to be redirected to the Radius Office Get Started window.
Sign into Radius Office
From the Radius Office Get Started window,
Click Get Started.
Enter the email address used for the invitation.
Click Receive Verification Link.
They will receive another email with a Sign In button, which will direct them to their Radius Office Dashboard.
The TC Dashboard
Transaction Coordinators (TCs) have a limited view of the dashboard. However, they can access all team transactions by:
Clicking the My Transactions tab from the left-side menu.
Clicking the Filter button to open additional search fields.
Using the Agent Search field to select an agent and view their transaction files.
