Now available: Co-List Agent access to Listing Management

September 29,  2020

Meghan Devine

Previously, agents could only edit listings they were assigned to as Co-List Agent if they were given the ability to Edit As the List Agent through Permissions. This gave the Co-List Agent access to all of the List Agent’s listings, not just the listing(s) where they were assigned as Co-List Agent.

Starting this week, Add/Edit permissions are now available at the Co-List Agent level,  which gives Brokers and Agents the ability to assign this access to listings as needed, and allows Co-List Agents to manage their listings and tasks that are assigned to them.

    Here’s a summary of the changes:

    1. In Listing Management, Co-List Agents can now view and search all listings where they are assigned as Co-List Agent, along with the List Agent for those listings.


      Co-List Agent Search - Listing Management

    2. Permissions will continue to control what actions the Co-List Agent can accomplish in Listing Management.
      • For example, if the Broker has not granted access to view/edit listings, then the Co-List Agent will not be able to view/edit listings where they are assigned as Co-List Agent.
      • Only the List Agent or those with office-level permissions will be able to change the Co-List Agent assigned to a listing.
    3. For listings where the Co-List Agent and List Agents are in different offices, subscribers in the Co-List Agent’s office will not have access to those listings even if they have office-level permissions.

    4. Co-List Agents are now able to copy a listing they are assigned to as Co-List Agent in Listing Management.

    5. In Search, Co-List Agents can now access listings using the pencil icon and open the listing’s full edit form in Listing Management, where they can perform listing updates as needed.


      Listing Management Edit Form - Search

    6. Listing History will track any changes made by the Co-List Agent, and, depending on the change made, will also display this record within the audit history in Search.

    7. There are no changes to the following:
      • Listing Transfer process
      • Agent Transfer process
      • Permissions
      • Edit As functionality