Sharing Historical Bid Prices with Other Agencies

Owned by Support (Unlicensed), created
Last updated: May 12, 2023 by RtVision Support
1 min read

Agencies can share and view other OneOffice agencies’ historical bid prices, or prevent the sharing of their own historical bid prices with the following instructions.

View Other Agency Historical Bid Prices and Share Historical Bid Prices with Them:

  1. While in ‘Administration’ select ‘Synergy’.

  2. Enter the URL of the agency's OneOffice Site.

    1. Note: Do not include https://

  3. Click on ‘Authorize’.

  4. The corresponding agency (previously setup) will also need to follow the above steps for your agency, as a way to setup/approve historical bid price access.

  5. Once complete, you will now be sharing your own historical bid prices with that agency and they will be able to view yours. To view their information, look up historical bid prices and select the tab for the agency you wish to view.

  6. Any users that have the User Role ‘synergy’ will be able to access other site’s historical bid prices.

 Prevent Historical Bid Prices from Being Shared with Other Agencies:

  1. While in ‘Administration’ select ‘Access Control’.

  2. At the top filter by the ‘Synergy’ role.

  3. Delete the entry for model ‘onoffice/historical-price’ with methods of ‘GET, SEARCH’.

  4. This will now prevent your bid data from being shared with other OneOffice users.