Admin/TC staff can have full access to the Agent member benefit features on Glide after verification. With full access, the team member can create new transactions on behalf of that agent and manage transactions when assigned a transaction role.

This article shows Agents how to verify team members on Glide so that Admin, Assistants, and TC's can work on behalf of their Agents.

There are two ways to verify team membership:

If you’re a first-time Glide user, team verification is part of your account onboarding process. After entering your name and other information, you’ll be asked to begin verifying relationships that allow others to create and manage transactions on behalf of the Agent.

You don't have to set up this information during account onboarding. You can complete that task within your Glide Account Settings.

There are two ways to verify team members on the Account Settings page: Direct Agent verification and team member request.

The Agent goes to their Account Preferences page and adds a name to the Granted list. No further verification action is required by the Agent.

After the Agent adds a name to the Granted list, Glide sends an email to the team member.

1. On the Glide home page, click the Account icon and select Account Settings on the drop-down menu.

2. On the left menu, click Account Preferences.

3. Scroll down to the Assistants and TCs heading.

4. Enter the email address of the person you want to add to the Granted list, and then click the Add New button.

After an Agent adds a team member to the Granted list, Glide sends the party an email message. The team member clicks Accept Invite to acknowledge they have received the message and are verified by the Agent.

Here's another way for agents to verify team members. In this option, the Admin/TC asks the agent to verify their status.

The Admin/TC follows these steps to send a primary agent an access request.

1. On the Glide Home page, click New Transaction.

2. On the next page, click Create new contact.

3. On the New Agent Contact page, enter the required information about the primary agent.

4. Click Continue at the bottom of the page.

5. Click Continue.

6. On the next page, click Request Access.

Glide sends the primary agent an email message with a request to grant access.

The Admin/TC closes the transaction page and waits for the primary agent to respond to the email.

The primary agent receives an email message with the request.

After the agent grants access, Glide opens their Account Preferences page. The Admin/TC's name is now on the Granted list.

In addition to email verification, Agents can view and approve access requests on their Account Preferences page.

1. Go to the Assistants and TCs heading and check the Received Requests tab.

2. Click the Received Requests tab and select a response.

The Admin/TC can check the status of the access request.

1. On the Glide Home page, click the Account icon and select Account Settings.

2. Click Account Preferences on the left menu and then scroll down to the Agents You Support heading.

After enabling access, this relationship continues until either party updates their account settings and disables access.

On the Account Preferences page, scroll down to Assistants and TCs, click the three-dot button next to the team member, and then click Remove.

On the Account Preferences page, scroll down to Agents You Support, click the three-dot button next to the primary agent, and then click Remove.