QUESTION

How do I add or delete users from my online subscription account for Rightworks Transaction Pro?

RESOLUTION

The OWNER or ADMIN user of the online subscription are the only ones that can add or remove PARTICIPANT users for the subscription.

Below are the steps for adding or deleting a PARTICIPANT USER:

• From the main screen of your Transaction Pro subscription, click on MANAGE to the right of the subscription you want to manage and select EDIT COMPANIES AND USERS to add or remove users.

• You will be taken to the COMPANIES screen. From here you will click USERS on the left pane. 

• To add users, click INVITE USER, which will redirect to the screen to enter the user's name and email address and send an invitation to connect to the account.

• To delete, select the MANAGE USER button next to the corresponding user and then click DELETE USER.