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:

• Click on the ‘Team‘ tab from the top menu.
• Click on the ‘Add User‘ link.
  
• Select whether you want to create an ‘Admin’ or ‘Rep’ 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
  
• Select which Investment Dominator features they should have access to. Options Include:
  • Enable Tour
  • Allow Delete Property
  • Allow Merge Property
  • Allow Edit Property
  • Allow Delete Contact
  • Allow Edit Contact
  • Allow Generate Letter
  • Allow Generate Offer
  • Allow Generate Label
  • Allow Delete Attachment
  • Allow Generate API
  • Allow Edit Menu
  • Allow Edit Custom Pages
  • Allow Delete Custom Pages
  • View Financial Reports
  • View Notes (Owner Financing)
  • Allow Add Note (Owner Financing)
  • Allow Edit Note (Owner Financing)
  • Allow Delete Note (Owner Financing)
  • View Seller Information
• 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 unquie username and password.