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A Shared Space brings together people from different organizations, and some who belong to none. Membership of a space is therefore separate from membership of your Casa Conect organization. Being invited to a space gives someone access to that space, and to nothing else of yours.

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Teams

Members are organized into teams, which you name to suit the transaction: Buyers, Sellers, Buyer’s lawyers, Notary, Bank. Teams are how access is normally granted. Give the Sellers team editor access to the seller’s documents and everyone in that team has it, including people who join later. A member can be moved to another team. Their access, and any share links they created, are re-evaluated for the new team.

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Roles

A space must always have an admin: “Cannot demote the last admin. Promote another member first.” An admin who leaves chooses a new admin first.

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How access fits together

Seeing something in a space takes more than being a member of it. Access is granted to a team or to an individual, at viewer or editor level. See Documents and Summary.

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Invite someone

1

Add them to a team

Enter their name and email address, choose their team and their role.
2

Choose the language and add a message

Pick the email language, English or Spanish, and edit the message if you wish. The default reads “Hello, I’d like to invite you to collaborate on our shared space…”
3

They accept

They receive an email. If they have no Casa Conect account, they are shown as a placeholder member until they create one with Create Your Account. Their account is then linked to the place you made for them, with its access already set up.
Invitations are pending until they are accepted or declined. People see their pending invitations on their home screen and during sign-up.
You can prepare a space completely before anyone joins, with teams, documents and access all in place, by adding people as placeholder members. When they accept, everything is ready for them.

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Remove someone, or leave

Two safeguards stop a space from becoming unmanageable:
  • The only editor of a summary category cannot be removed, or leave, until they transfer editor access to someone else.
  • The last admin cannot be demoted, and must choose a new admin before leaving.
When a member leaves, or their access is reduced, any share links they created that now exceed their access are revoked automatically.

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Someone who needs no account

For a party who only has to answer a few questions, upload one document or vote on a date, a share link is simpler than an invitation. It gives them a secure page with exactly what you chose, and no account to create.