Assigning a lockbox to an Agent

4 min read | This article is for Organization Administrators.
OVERVIEW

You can assign a lockbox to an Agent using either the Lockboxes page or the Users page. After a lockbox is assigned to an Agent, they can add it to their listings.

Through the Lockbox page

1. Select Lockboxes from the sidebar.
2. Use the search box to locate a specific lockbox by its serial number.
3. Find the lockbox and select it to access its details.
4. In the Assignee field, enter the name of the person you would like to assign the lockbox to.  

Through the Users page

1. Select Users from the sidebar.
2. Use the search box to locate a specific user.
3. Select the user you wish to assign a lockbox to.
4. Under Lockboxes, select Add Lockbox.
5. Enter the serial number of the lockbox.
6. Select if this user will be a lockbox owner or assignee.