Access Instructions lets you add, search, filter, manage, and archive property access details for your team.
Key features
- Search access instructions by property or neighborhood
- Filter by linked properties, standalone, or all
- Add detailed access instructions with codes and showing notes
- Link access instructions to a listing or keep them standalone
- Archive, unarchive, and permanently delete access instructions
Getting started
- Navigate to the Team section in the left-hand menu.
- Click Access Instructions (the second item under Team).
Access Instructions overview
Search bar
- Located at the top of the page.
- Search access instructions by property or neighborhood.
Filter options
Use the drop-down menu next to the search bar to filter access instructions by:
- Linked Properties: access instructions entered through the New Listing Information form. Automatically populated and tied to a listing.
- Standalone: access instructions manually created in this section. Not linked to a listing.
- All: displays all access instructions.
Adding access instructions
- Click the green Add Access Instructions button.
- Complete the Access Instruction Form, including the following fields:
- Property (optional): select a property if you want the access instructions linked.
- Location Name
- Access Codes: garage code, door code, gate code, and lockbox code.
- Lockbox Location
- Parking Information
- Showing Instructions
- Click Add Access Instructions to save.
Note: Any field marked with an asterisk (*) must be completed before submission.
Managing access instructions
Delete access instructions
- Select the circle next to the address.
- Click Delete to permanently remove the access instruction.
Archive access instructions
- Click the trash can icon next to an access instruction to archive it.
View full access details
- Click the arrow icon to view a complete breakdown of all access details for the property in one place.
Copy address
- Click the two-box copy icon to copy the property address.
Return to main list
- Click Back to return to the main Access Instructions page.
Archived access instructions
Click the trash can icon next to Add Access Instructions to view archived access instructions. From the archived view, click Unarchive to restore an access instruction to the main list.
Permanently delete archived instructions
- Select the checkbox next to the access instruction.
- Click Delete to permanently remove it.
Pagination and navigation
- Use the Previous and Next buttons at the bottom of the page to navigate through multiple pages.
- Page navigation options are available at the bottom of the list.
- Clicking the back arrow returns you to the main Access Instructions page.
