---
title: How to Add a Co-Buyer
description: Learn how to invite co-buyers from the Dashboard or Buyer Portal.
---

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3. [Co-Buyer](https://knowledgebase.thedealersconcierge.com/knowledge/buyer-portal?hsLang=en#co-buyer)

# How to Add a Co-Buyer

## Learn how to invite co-buyers from the Dashboard or Buyer Portal.

Adding a co-buyer in TDC ensures both parties complete their required steps and have access to their own documents. A co-buyer must always be linked to the **existing transaction**—never as a separate one.

---

### Adding a Co-Buyer from the Dealership Dashboard

1. Navigate to the Dashboard and open the transaction where the co-buyer should be added.
2. Locate the **Co-Buyer section** inside the transaction file.
3. Enter the co-buyer’s:
   
     - First and Last Name
     - Email Address
     - Cell Phone Number
4. Click Add Co-Buyer.

The co-buyer will automatically **receive an email invite**. This email will contain the link to the Buyer Portal, which they can access with a one-time password (OTP) sent to their cell phone number.

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---

### Adding a Co-Buyer from the Buyer Portal

1. The primary buyer logs into their Buyer Portal.
2. From within the transaction, they select the option to Add Co-Buyer.
3. The primary buyer enters the co-buyer’s first and last name, email address and cell phone number.
4. The co-buyer will automatically **receive an email invite**. This email will contain the link to the Buyer Portal, which they can access with a one-time password (OTP) sent to their cell phone number.

---

### Co-Buyer Login and Flow

- Once added, the co-buyer logs into their **own portal** with their email and OTP,  whether on the kiosks (exiting transaction) or from home.
- They will go through the same **onboarding flow**, including:
  
    - Providing consents (communication, privacy, test drive, etc.)
    - Uploading ID images (front and back)
    - Completing compliance requirements
    - Signing their **own set of Pre- and Post-Purchase forms**

---

### Important Notes

- Co-buyers must **always be added to the existing transaction**. The TDC system cannot merge two independent transactions.
- If both buyers are in the dealership, the co-buyer can complete their flow using a **second kiosk**.
- If remote, the co-buyer simply logs in from home through their Buyer Portal.

- [Getting Started](https://knowledgebase.thedealersconcierge.com/knowledge/getting-started?hsLang=en)
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    - [Co-Buyer](https://knowledgebase.thedealersconcierge.com/knowledge/buyer-portal?hsLang=en#co-buyer)
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