Product Release: Enhanced Team Management
In this latest update, we have expanded how Teams operate within OSL, with a particular focus on improving how Personal Assistants (PAs) and support staff work alongside Agents. These improvements apply to both OSL Agent PA users and standard Team users.
Teams are designed for situations where two or more Agents work together, allowing them to share, edit, and update Listings, People, Tasks, and Activities within a single collaborative environment.
Importantly, PAs can now work more effectively using Teams. Previously, many offices managed this by logging in as the Agent to access and maintain the Agent’s database. We strongly recommend creating a Team instead, as this provides better visibility, security, and accountability for everyone involved.
When creating your Team, ensure that permissions are enabled to view and edit:
Vendor Activity Reports
We have also introduced the ability to include any Team member in Vendor Activity Reports. For example, if a support team is actively involved in marketing a property, you may wish to show the vendor the broader group contributing to the campaign. This update makes that visibility possible.
Important Notes
If you think a Team setup could benefit your workflow, please don’t hesitate to contact the support desk.