Accepting, Declining & Removing Workflow Invitations

If you are a single agent, or the account owner of a partnership or team that is not part of a brokerage account, you can share template library items with a cooperating brokerage. This is known as Brokerage Workflow.

To set up brokerage workflow, you must first provide the broker/administrator with your Top Producer 8i username. The broker will use this to send you an invitation.

Note:  You can set up this type of workflow with only one brokerage.

To accept or decline a workflow invitation from within 8i:

1. Open the Broker Invitations tab. How?

   1. From the [User name] menu in the top right, select My Account. Example:

      

   2. Click the Broker Invitations tab.

2. Click the Accept Invitation or Decline Invitation button.

   If you accept the invitation, you must Sign Out and Sign back in to see the new content in your Template Library.
   
   If you decline, a confirmation dialog box appears. If you accept, the connection is formed.

To stop communication with the brokerage:

1. Open the Broker Invitations tab. How?

   1. From the [User name] menu in the top right, select My Account. Example:

      

   2. Click the Broker Invitations tab.

2. Click the Stop Communication with Brokerage link.

3. Confirm the decision to break the connection.

4. Sign out then back in for the changes to take effect.