1. Choose the right kind of access
A deal page can be viewed without a teammate’s sign-in. Do not treat a personalized URL as a password-protected document room or proof that only the named buyer can view the property. Keep access instructions, lockbox codes, identity documents, private contracts and unnecessary personal information out of broadly shareable materials.
2. Add and manage teammates
Give each authorized teammate an individual account. Choose the least access they need and review it when their work changes. Protect the email account they use to sign in, and avoid sharing passwords or invitation emails. The role choices are Owner, Admin and Viewer. Owner is the role for subscription decisions and member-access management. Admin is intended for day-to-day deal, buyer and messaging work within the available features. Viewer is intended for read-only work. A role does not purchase a feature or create a separate confidential area within the workspace. For an owner with the controls enabled:- Open Settings → Team & Seats and review active members and pending invitations.
- Choose Invite member, enter the intended teammate’s name and email, and select their role. Check the address before sending.
- Have the teammate accept the account invitation. A pending invitation is different from an active member.
- Review the result in the team list. If the invitation fails or access is still pending, use the available resend or cancel control, or contact support. An error is not confirmation that the invitation succeeded.
3. Keep seats separate from billing changes
Active members and pending invitations occupy seat capacity. Disabled members do not. Check outstanding invitations as well as active people when you cannot add a teammate. Disabling or removing someone does not automatically lower your purchased seat quantity or recurring charges. Request a billing change separately at support@dispoiq.app. Requested added seats take effect when processed and confirmed, with incremental charges prorated by actual days; requested seat reductions take effect at the next renewal without an ordinary mid-term refund. Do not assume that sending the request has changed your subscription or that lowering capacity automatically removes people. The Plans, Features & Seats guide explains the plan and capacity details. Your accepted subscription terms and confirmed purchase arrangement govern the charge and effective date.4. Prepare a deal for sharing
Before sending a link, review the buyer-facing information, not just your internal notes. Check the property address, asking price, what that price includes, estimated ARV and repairs, occupancy, access arrangements and next steps. Label estimates accurately and remove information you do not intend the audience to receive. Confirm that you have authority to market the deal and share the photographs, documents and other materials. A software control does not establish ownership of the property, permission to advertise it, assignability of your contract or authority to arrange entry. Keep the transaction documents and permissions needed for your actual deal. Sharing your own deal is different from redistributing another provider’s buyers list or source-restricted information. Saving a discovered contact or paying for enrichment does not create unrestricted sharing or export rights. Check the Buyer Data & Permitted Use Policy and the permissions that apply to the source before sharing provider-derived information outside your business. Photos and documents may have resource URLs that work separately from the page where you found them. Do not assume an upload is private because the upload control sits inside your signed-in workspace. Share only materials appropriate for that exposure; use a method with access controls you’ve verified for confidential documents.5. Use buyer links with care
Where Invite to deal is available on the relevant buyer or contact record, choose the correct deal, generate the link and copy the resulting URL. Check the selected buyer and property before sending it. Generating or copying a link is different from sending a message, and a separate link does not necessarily create a new audience restriction or replace an earlier link. Send a personalized link to its intended recipient rather than posting it in a group or using it for everyone on your buyers list. If it is forwarded, another person’s visit can appear under the original buyer. A copied link, a buyer identifier, or the label “invite” does not verify the visitor’s identity or keep the page confidential. Opening a deal can record visits and interactions, such as time on the page, scrolling and photo activity. These records help you decide whom to follow up with, but they do not prove funding, purchasing intent or that the named buyer performed the interaction. Browser settings, blocked requests and forwarded links can affect the record. Confirm important facts in a conversation with the buyer. A generated link, page view, offer or reply does not itself establish permission for marketing messages. Follow the applicable recipient-permission and opt-out requirements before contacting someone. Do not send a fresh message just to check whether access was removed. See the Cookie & Analytics Notice for the different visitor and app technologies. Visitor collection notices and choices must match what is actually collected; this guide does not supply consent or replace a collection notice.6. Understand what removal changes
To withdraw a deal or restrict its audience, do not rely on Unpublish, closing the deal or changing a status to block every existing URL. Stop distributing the affected links and pause affected scheduled sharing where available; if you cannot safely stop that distribution, contact support@dispoiq.app promptly for authorized handling. Ask support to review the actual deal page, existing personalized or earlier URLs, and separately accessible photographs or documents. Support records the issue, verifies your authority and coordinates authorized restriction or removal work, then explains what has been confirmed and what remains unresolved. Keep affected sharing paused until the restriction you need is confirmed.
Use only an access, expiry or withdrawal control actually available and confirmed for the affected resource. This guide promises no single-link revocation, automatic expiry, token rotation or confidential file access. A failed or blocked deletion is not a completed withdrawal; existing scheduled work and stored-file cleanup can require separate handling. Removing a page does not by itself establish that a separate file URL, cache or recipient copy is gone. Before further sharing, remove material unsuitable for a shareable page or use a method whose required access restrictions have been verified.
If a link or document reached the wrong audience, contact support@dispoiq.app promptly. Give the workspace, affected deal and a short description. Use a general page path in the first message rather than a complete private link or access token. Ask how to provide further evidence if needed. Do not assume changing a slug, removing a buyer or deleting a page recalls a link, stops every pending communication or removes every copy.