A transaction starts private to you. When you want help on it — a co-agent, your transaction coordinator, the lender, an escrow officer — you can invite them to the deal by email and give each person exactly the access you choose.
Sharing is per transaction, never per seat: you can invite up to 25 collaborators on any deal at no extra cost, whether you're on a paid transaction or your free first deal. One price covers the whole team or just you — see Plans and transactions.
Invite someone to a deal
Inviting is the deal owner's job — the person whose workspace the deal lives in. On the deal, open the People tab and find the Team section at the top. Click Invite, then:
- Type the person's email address.
- Pick their access — Can view or Can edit (read-only is the default).
- Click Invite.
They don't need a LetterScript account to be invited. LetterScript emails them a link; when they open it and hop in — creating a free account first if they don't have one, which takes seconds — the transaction lands on their own board badged shared with you, with exactly the access you picked.
An invited person shows as Pending in the Team list until they accept, then flips to Active. You can invite up to 25 people per deal; pending invites count toward that limit until they're accepted or removed.
What "view" and "edit" mean
Both roles let someone open the deal and see its full picture — the Overview, the Documents, the Workflow and its deadlines, the Requirements, and the People on the deal. The difference is what they can change:
- Can view — read everything and ask the deal assistant questions on the Ask tab. They can't edit the deal record, upload documents, or change anything.
- Can edit — everything a viewer can do, plus edit the deal record and upload or attach documents to the transaction.
You can change someone's role or remove them at any time (see Manage the team).
What collaborators can't do
Some things stay with the owner, by design:
- The deal's email inbox is owner-only. The Email tab — the deal's mailbox, sending, and AI drafts — is hidden for shared deals. A deal's mailbox lives in the owner's workspace, so collaborators can't read or send the deal's email. See Email from inside a deal.
- Only the owner manages the team. Collaborators see the Team roster but can't invite others, change roles, or remove people. Sharing a deal never lets a guest widen who else gets in.
- Nobody else pays. The deal was paid for when it was created, and all of a shared deal's usage is billed to the owner — so inviting people never costs a collaborator anything and never charges you per seat.
Accepting an invite
If you've received an invite, click the Accept the invitation button in the email. That opens LetterScript and, once you're signed in (or after you create a free account), shows you who invited you, the deal, and your access. Click Accept & open and the transaction appears on your own board marked shared with you — open it any time from there.
The invite link is tied to the address it was sent to. If you already have a LetterScript account under a different email, sign in with the address the invite was sent to so it can bind to you.
Manage the team
Back on the People tab's Team section, the owner can, for each collaborator:
- Change their role — switch between Can edit and Can view from the dropdown next to their name; it takes effect immediately.
- Remove their access — click the ✕ next to their name. Access stops right away, and the deal disappears from their board. You can re-invite the same person later if you need to.
Good to know
- Up to 25 collaborators per deal, at no extra cost — never a per-seat fee.
- Collaborators are separate from the deal's Parties (the buyer, seller, and other contacts listed further down the People tab). Parties are people the deal is about; collaborators are people who work it in LetterScript.
- A shared deal shows a Shared with you banner at the top with the owner's name and your access level, so it's always clear whose deal it is.
- Removing a collaborator or a whole deal doesn't delete their account — it only ends their access to that transaction.