When adding a participant to a transaction, you have two options: add them as a User or as a Contact. The difference is about access level.
Users have full transaction access. They can view all details, including financial information, commission breakdowns, and internal notes.
Contacts have limited access. They receive transaction-related emails and documents shared with them, but cannot log in to view transaction details.
When to use each
Add as User | Add as Contact |
Agents who need to see their commission details | Buyers, sellers, clients |
Team members managing the transaction | Outside agents from other brokerages |
Admins and transaction coordinators | Lenders, title reps, attorneys |
| Anyone who shouldn't see financials |
Common scenario
You want to add an agent to a transaction so they receive emails, but you don't want them to see the commission breakdown.
Solution: Create a Contact with the agent's name and email, then add that Contact to the transaction instead of selecting their User profile.
How to create a contact for an existing user
Go to Contacts > Add contact
Enter the person's name and email
Save the contact
When adding participants to a transaction, select the Contact (not the User)
