How to Delegate Transaction Access in Resure

Learn how to grant teammates limited or full access to your real estate transactions in Re-Sure for easy collaboration.

July 22, 2026 By Ali Romero

This guide explains how to grant other agents full or limited access to your transactions in Re-Sure. By delegating access, you can easily collaborate on files and ensure seamless coverage with teammates.

This guide applies to real estate professionals and agents using Re-Sure who need to collaborate with peers inside or outside their brokerage. It is used when you need to share access to one, several, or all of your active transactions.

Click the gear icon in the upper right-hand corner to access your profile.

Step #2: Click Delegates in the left-hand navigation menu. — Click **Delegates** in the left-hand navigation menu.

Step #3: Click the Grant Access + button to assign a new delegate. — Click the **Grant Access +** button to assign a new delegate.

Step #4: Select Within Brokerage to grant access to a teammate in your office. — Select **Within Brokerage** to grant access to a teammate in your office.

Step #5: Search for and select the user you want to share access with. — Search for and select the user you want to share access with.

You can choose between granting access to specific, limited transactions or all of your transactions.

Option 1: Limited Transactions

Step #6: Click Limited Transactions. — Click **Limited Transactions**.

Step #7: Check the boxes next to the specific transactions you want this delegate to manage. — Check the boxes next to the specific transactions you want this delegate to manage.

Step #8: Click Assign at the bottom of the screen to save your selections. — Click **Assign** at the bottom of the screen to save your selections.

Option 2: All Transactions

If you need to give a teammate full access to your entire portfolio, repeat the initial delegate assignment steps.

Step #9: Click the Grant Access + button. — Click the **Grant Access +** button.

Step #10: Select Within Brokerage. — Select **Within Brokerage**.

Step #11: Select the user you want to grant full access to. — Select the user you want to grant full access to.

Step #12: Click All Transactions to give them unrestricted access. — Click **All Transactions** to give them unrestricted access.

Step #13: Click Yes to confirm the assignment. — Click **Yes** to confirm the assignment.

Term	Definition
Brokerage	A real estate firm or agency that employs agents.
Delegate	A user who has been granted permission to access and manage another user's transactions.
Transaction	A digital record of a real estate deal, including listings, offers, and associated documents.