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Relab Help Center
Relab Help Center

CMA Collaboration

Work together on CMAs in real-time with your team members. Multiple people can work on the same CMA, making it easier for partnerships, teams, and agents working with PAs to create professional appraisals together.

How to add collaborators to your CMA

You can add collaborators from two locations in Relab:

From CMA Editor

  1. Open your CMA in CMA Editor

  2. Click the person icon in the top right corner

  3. In the Collaborate on CMA popup, search or select a team member from the dropdown. If your branch has many users, type their email address directly to find them without scrolling.

  4. Set the Permission level: Editor (can edit the CMA) or Viewer (can view only)

  5. Optionally, add a message in the Instructions for collaborator field (up to 1000 characters)

  6. Click + ADD

  7. Click CLOSE when finished

From CMA Centre

  1. Find your CMA in the CMA Centre

  2. Click the three-dot menu on the CMA card

  3. Select Collaborate

  4. Search or select a team member, set the permission level, and add optional instructions

  5. Click + ADD

  6. Click CLOSE when finished

Email notifications

When you add someone as a collaborator, they receive an email notification. The email includes:

  • Who shared the CMA with them

  • The property address

  • Their permission level (Editor or Viewer)

  • Any instructions you added

  • An Open CMA link that takes them directly to the shared CMA

How real-time collaboration works

When a teammate is actively editing a shared CMA, the app shows a banner and locks the editor into view-only mode for everyone else. This prevents conflicting edits and ensures no work is lost. Once the active editor finishes, the CMA unlocks for other collaborators.

Editors have full access to edit, download, and share the CMA. Viewers can view and download but cannot make changes.

Filtering collaborative CMAs

In the CMA Centre, you can filter CMAs to view:

  • My CMAs — CMAs you created

  • Shared with me — CMAs where you've been added as a collaborator

Viewing collaborators

The number of collaborators appears on CMA cards in the CMA Centre. You'll see "1 Collaborator" or "2 Collaborators" displayed with a people icon on each collaborative CMA card.

Removing collaborators

Remove individual collaborators

  1. Open the Collaborate on CMA popup (click the person icon in CMA Editor or select Collaborate from the three-dot menu in CMA Centre)

  2. Find the collaborator you want to remove in the Collaborators list

  3. Click the trash bin icon next to their name

Remove all collaborators at once

  1. Open the Collaborate on CMA popup

  2. Click WITHDRAW ALL in the top right of the Collaborators section

  3. In the confirmation popup, click Yes, withdraw all

When you withdraw collaborators, they will no longer have access to the CMA.

Withdrawing your own collaboration access

If you're a collaborator on someone else's CMA and want to remove yourself:

  1. Find the CMA in your CMA Centre

  2. Click the three-dot menu on the CMA card

  3. Select Withdraw Collaboration

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Last updated: 20 May 2026

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