As an Issuer, how can I add a dealer to an entity?

Steps to add a dealer to an entity

1. In the admin section of your addy Business account, select Manage Dealers

2. Select "Invite Dealer" in the top right corner

3. Select the dealer you wish to invite from the dropdown menu, and add them to the entity you are attaching them to.

4. Select the invite button, and the dealer will be notified to accept the invitation.

 

Note: While the Dealer is authorized to your account they will have access to the following items.
- CSR (Ability to download Subscription Agreements only - not the CSR itself)
- Ability to download and manage transactions via the Transaction Ledger

- Details of the Entity and Property 

- Data Room (Legal, Finance, and Real Estate)
The access can be revoked at any time by simply removing the Dealer from the Entity.