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For agents: approving your coordinator

Name: For agents: approving your coordinator
Uploaded: 2026-10-16T12:00:00Z
Duration: 1 min 38 s
Description: Your TC wants to run your client boards? Approve free, follow every deal, show or hide them to clients, and revoke or take over.

For agents: approve your coordinator once, follow their deals free, and revoke or take deals over anytime.

1:38 · Captions included · 5 chapters

Updated since this video was made

Changed (Nov 1, 2026): after you revoke, you can still close or reopen, archive or restore, turn nudges off, remove a client, revoke links and resend or revoke invites on those deals without taking them over. Taking over after a revoke moves every deal Casey runs for you, closed and archived ones included. A revoke can be undone: Casey resends the request from your page under My agents, and you approve again. Declined by mistake? “Changed your mind? Approve” still works.
Changed (Nov 1, 2026): With Show my coordinator to clients on, your clients' replies to deal emails, invites and review requests reach both Casey and you, and the email says Reply to reach Casey. It's still sent in your name.
Changed (Nov 1, 2026): Approving or declining now asks for a code we email to the address the request went to (“Confirm it's your inbox”), unless your email is already confirmed, so nobody else holding the link can decline it. Signed out, the request starts with “Start with a code”; “Create an account with a password” and “I already have an account” are links underneath.

Read the transcript

For agents: approve your coordinator, follow your deals free, and revoke or take over whenever you need.

When a freelance TC adds you, you get one email: Casey Morgan wants to run client boards for you.

Review and approve opens the request. Your clients see you, not Casey, and it's free for you. No account? Create a free one with that email.

Check How clients will see you, and fix anything with Edit. Then click Approve Casey, or decline if you don't know her.

Any client invites Casey was holding go out the moment you approve, by email and by text.

Deals Casey runs for you show on your dashboard, under Run by your coordinator. Following is free.

On each deal you can comment, post updates and check off steps. The Activity tab shows everything Casey does, and you hear about the key moments.

In Settings, under Team & seats, Show my coordinator to clients is off: clients see only you. Turn it on to introduce Casey.

Freelance TCs I've approved lists Casey and the deals she runs for you. To stop, click Revoke.

Confirm with Revoke Casey. She can't open new deals in your name, and her deals for you go read-only for her and her team.

Casey now sees Read-only for now. Your clients keep their boards, and nobody new can join through an earlier link.

To keep those deals moving, take them over. That needs Agent Pro, and the first two weeks are free.

Back in Settings, click Take over one deal. It's on your plan now, with its clients and history.

And it sits on your dashboard as your own deal.

Approve once, follow free, and revoke or take over whenever you need.

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More in Coordinator Pro

1:20Set up Coordinator ProStart Coordinator Pro as a freelance TC: sign up, start the free trial, verify your mobile, and open My agents.

2:32Add an agent and get approvedFreelance TCs: add each agent you work for and get approved, while your work shows under the agent's name.

1:41Run deals under each agent's nameAs a freelance TC, run each agent's deals on their own page, under their name, with walls between agents.