Outcome
You will understand the enforced company agreement, apply it intentionally to team documents, and complete an access review before offboarding.
Navigation path
Team > Company confidentiality
Access
Administrators can set the company-wide agreement. Other members can review a locked agreement applied by the team.
On this page
What you will accomplish
Goals
- Set or review the company agreement
- Understand its team-wide effect
- Review connected access before removal
Confidentiality scope
Company document defaults and external prospect gates solve different access problems.
Company agreement
Team member documents
Property-specific Deal Room NDA
External prospect access
- Company agreementTeam member documents
- Property-specific Deal Room NDAExternal prospect access
Before you start
Data, sources, and access to prepare
- A team workspace
- For changes, administrator permission and approved agreement text
Prepare these details
- Obtain approved company agreement text
- Identify who may change team-wide defaults
- List documents and Deal Rooms affected by personnel changes
Complete the task
- 1
Open Team confidentiality
Team
Scroll to Company confidentiality.
Expected result: The current company agreement and edit state appear.
If this does not happen: Ask an Admin when the agreement is visible but locked.
- 2
Review the current agreement
Team > Company confidentiality
Read the complete displayed text.
Expected result: You understand the wording currently applied to team documents.
If this does not happen: Stop and obtain approved language if the displayed agreement is outdated.
- 3
Enter approved agreement text
Team > Company confidentiality
Replace the text with the one approved version when authorized.
Expected result: The editor contains the intended complete agreement.
If this does not happen: Restore the previous text if the new version is incomplete.
- 4
Save the agreement
Team > Company confidentiality
Select the save action once.
Expected result: The page confirms that the agreement is stored and enforced.
If this does not happen: Do not repeat the save while the request is active.
- 5
Inspect a team document
Document Wizard > Confidentiality
Open one representative team member document.
Expected result: The company agreement appears with the expected locked behavior.
If this does not happen: Refresh the document after the setting save if the prior version remains.
- 6
Transfer owned work before removal
Team > member removal
Select a replacement owner when the removal flow identifies owned work.
Expected result: The work is assigned before access ends.
If this does not happen: Cancel removal when no appropriate replacement exists.
- 7
Review property-specific access
Deal Rooms and Documents
Inspect one affected collaborator or Deal Room record.
Expected result: External and internal access still matches the approved policy.
If this does not happen: Revoke or reassign access explicitly when it did not follow the team-role change.
Agreement and access boundaries
| Control | Applies to | Managed from |
|---|---|---|
| Company confidentiality agreement | Team member documents | Team |
| Account NDA and access defaults | New listing and Deal Room defaults where supported | Settings > NDA & Access |
| Deal Room NDA | Visitors to one protected property room | Deal Room |
| Document collaborator | An internal teammate’s app access to one document | Documents Share action |
Verify before you finish
- Approved text is complete
- The save was confirmed
- A representative team document shows the intended agreement
- External Deal Room policy was not confused with internal team access
- Offboarded work and access were reviewed
Troubleshooting and next steps
A member cannot edit confidentiality text.
Likely cause: The Admin has locked a company-wide agreement.
- Review the applied agreement.
- Ask an Admin to make an approved team-wide change.
Changing the team agreement did not alter one Deal Room NDA.
Likely cause: Deal Rooms can use their own standard, custom-text, or PDF agreement.
- Open that Deal Room.
- Review and change its NDA source separately when authorized.
Final verification
- Team > Company confidentiality: The page confirms that the agreement is stored and enforced.
- Document Wizard > Confidentiality: The company agreement appears with the expected locked behavior.
- Team > member removal: The work is assigned before access ends.
- Deal Rooms and Documents: External and internal access still matches the approved policy.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.