Where do I manage property access codes, and who can see them?
Download MarkdownManage property access details on the Fix and Flip project's Vendors and Property Ops tab. These are sensitive details: only an authorized owner/admin should reveal a complete code, and the application can show a masked value to o
Manage property access details on the Fix and Flip project's Vendors and Property Ops tab. These are sensitive details: only an authorized owner/admin should reveal a complete code, and the application can show a masked value to other readers.
Do not paste access codes into public notes, AI prompts or support screenshots. If you cannot reveal a code, check your actual role and ask the owner rather than trying to work around the permission.
Related Articles
- When does a transaction coordination workfile get created?Automatically. One workfile is created per property, the moment the deal exists (and by the time it is under contract), so coordination never depends on someone remembering to spin one up. You never create it by hand.
- What date should I enter first on a workfile?The ratification date, on the workfile's Overview tab. The deadline engine uses it to compute most task due dates, so setting it correctly puts the whole schedule on the right timeline.
- Why are there two earnest-money deposits on a deal?Because a wholesale or double-close deal has two: the seller-side EMD you put up, and the buyer-side EMD your buyer puts up to you. Losing track of either is a common way deals fall apart.
- How do external emails to sellers and buyers get sent from a workfile?Never automatically. You trigger a one-click template, then a compose-before-send modal shows you the exact email with merge fields resolved, an editable subject and body, a fixed recipient, and a wire-fraud warning footer that is