How To Setup Users (Your Team) With Access To The Investment Dominator

You will want to create a user login for each team member that accesses your system so that:

1. Their actions can be logged properly in the ‘Activity Log‘ such that you can see an accurate history of actions the user has done.
2. Your team can work simultaneously in the system with no issues.

Here’s how you create a new team member login in the system:

• Hover on the ‘Team‘ tab from the top menu.
• Click on the ‘Add User‘ option.
  
• Select whether you want to create an ‘Admin’ or ‘Rep’ or another account
  
• Enter in some details about your team member
  NOTE: Be sure to select the timezone that they are located in.
• Choose a Username and Password for them
  
• Next, we want to look into the User Permissions, each separated by a section of the system, so you assign the pertaining permissions to each User. An important update here is that you can give each User to only have access to records Assigned to them. This means that they will not be able to view any records not assigned to them, so they can focus only on their Tasks. These permisisons include:

  Land

  Access Land Records: All Assigned
  Allow Delete Property: Yes No
  Allow Merge Property: Yes No
  Allow Edit Property: Yes No
  Allow Campaigns: Yes No
  Allow Generate Custom Documents: Yes No
  Allow Generate Letter: Yes No
  Allow Generate Offer: Yes No
  Allow Generate Label: Yes No
  Allow Delete Attachment: Yes No
  Allow Import CSV: Yes No
  Allow Import From Outside Data Service: Yes No
  View Seller Information: Yes No

  Houses

  Access House Records: All Assigned

  Marketing

  Access Marketing Records: All Assigned
  Allow Delete Contact: Yes No
  Allow Edit Contact: Yes No

  Tasks

  Access Tasks: All Assigned
  Allow Delete Tasks: Yes No

  Notes

  Access Note Records: All Assigned
  View Notes (Owner Financing): Yes No
  Allow Add Note (Owner Financing): Yes No
  Allow Edit Note (Owner Financing): Yes No
  Allow Delete Note (Owner Financing): Yes No

  Team

  Access Team: All Assigned

  System

  Allow Generate API: Yes No
  Allow Edit Menu: Yes No
  Allow Edit Custom Pages: Yes No
  Allow Delete Custom Pages: Yes No
  View Financial Reports: Yes No
  Allow Export: Yes No
  Access Customize Section: Yes No

• Click the ‘Finish Add User‘ button to add the account.
  NOTE: The new user that you create will login at the same login page as you do only using their unique username and password.