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How to Send or Delegate a Links

You can send or delegate a link both during and after the seven-step process.

Delegating the link gives the recipient access to the seven-step process in order to add data. While this recipient can go through the seven step process they cannot access the final valuation report or your console.


Follow the steps below to delegate for a pre-existing company in your console.


New System:





Old System:



Send or delegate a link

-Select "Your Name"

-Select "Companies Console"

-Select the company you want to send a link for

-Select "Manage"

-Select "Manage Access Link"

-Specify who will receive the link

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