Outcome
You will give the intended teammate the right access, preserve ownership when appropriate, and verify all connected work after a transfer.
Navigation path
Documents > Document action menu
Access
Share, transfer, reassign, and book-transfer actions depend on document ownership, team role, and current workspace relationships.
On this page
What you will accomplish
Goals
- Choose Share, Transfer, or Reassign correctly
- Verify the exact recipient
- Review connected ownership after the action
Choose the ownership action
Use the smallest change that meets the collaboration need.
Another teammate needs the work
Help edit
Own going forward
Share collaborator access
Transfer or Reassign
- Another teammate needs the workHelp edit
- Another teammate needs the workOwn going forward
- Help editShare collaborator access
- Own going forwardTransfer or Reassign
Before you start
Data, sources, and access to prepare
- A team workspace
- Permission for the intended action
- The exact teammate who should receive access or ownership
Prepare these details
- Confirm whether ownership should change
- Verify the teammate’s name and email
- Record active collaborators and publication state
- For offboarding, identify owned CRM contacts, deals, companies, tasks, and commission splits
Complete the task
- 1
Open the document menu
Documents > intended row
Select the document action menu.
Expected result: The actions permitted for that document appear.
If this does not happen: Confirm the current owner if Share or Transfer is absent.
- 2
Choose the access action
Document action menu
Select Share, Transfer, or Reassign.
Expected result: The matching dialog opens and describes the effect.
If this does not happen: Cancel if the effect changes ownership when only collaboration is needed.
- 3
Select the teammate
Access dialog
Choose one intended teammate.
Expected result: The dialog displays the target person.
If this does not happen: Compare both name and email before confirming.
- 4
Confirm the change
Access dialog
Select the final confirmation once.
Expected result: CREBuilder reports success and updates document access or ownership.
If this does not happen: Refresh the Documents list before retrying an uncertain request.
- 5
Open the document as the target
Target teammate workspace
Open the transferred or shared document.
Expected result: The target can perform the intended work.
If this does not happen: Ask an Admin to verify role and seat access if the document is visible but read-only.
- 6
Review connected workflows
Property Hub
Open the property workspace after an ownership change.
Expected result: Document, listing, Deal Room, leads, and campaign responsibilities remain understood.
If this does not happen: Reassign connected tasks or records explicitly when ownership did not follow automatically.
- 7
Transfer an offboarded book
Team > Remove member
Choose one replacement owner when the removal flow reports owned CRM records.
Expected result: The displayed CRM book transfers before the member is removed.
If this does not happen: Cancel removal until a valid replacement owner is available.
Access-action reference
| Need | Action | Ownership |
|---|---|---|
| Another teammate helps edit | Share | Current owner remains |
| Responsibility permanently changes | Transfer | Moves to selected teammate |
| Coordinator created work for a broker | Reassign | Moves to intended broker |
| Member is being removed with CRM records | Transfer book in removal flow | CRM records move to replacement owner |
Verify before you finish
- The correct teammate received access
- Ownership changed only when intended
- The target can perform the expected action
- Connected tasks and CRM work have owners
- Published and confidential workflows were reviewed
Troubleshooting and next steps
The target cannot edit.
Likely cause: The action, role, seat, or document permission may provide less access than expected.
- Confirm whether Share or Transfer completed.
- Ask an Admin to verify the target role and plan access.
A member cannot be removed.
Likely cause: They may still own CRM records that require transfer.
- Use the removal flow’s book-transfer prompt.
- Choose a valid replacement owner before removal.
Final verification
- Access dialog: CREBuilder reports success and updates document access or ownership.
- Target teammate workspace: The target can perform the intended work.
- Property Hub: Document, listing, Deal Room, leads, and campaign responsibilities remain understood.
- Team > Remove member: The displayed CRM book transfers before the member is removed.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.