Permissions for User Management

Chances are if you are coming across this article you want to know the difference between the types of users you can create under your profile.

You have two options when creating new users for your account.

Admin Account: Partner with the Investment Dominator

Representative Account: Virtual Assistant

Please note depending on what you are having your VA do you may need to enable permissions not generated by default.

In order to create a new user, you will need to go to the Team Section and select Add user.

An Admin account is the highest access you can give to a user so please note you by default access is set to yes for the following fields:

Allow Delete Property: Yes
Allow Merge Property: Yes
Allow Edit Property: Yes
Allow Delete Contact: Yes
Allow Edit Contact: Yes
Allow Generate Letter: Yes
Allow Generate Offer: Yes
Allow Generate Label: Yes
Allow Delete Attachment: Yes
Allow Generate API: Yes
Allow Edit Menu: Yes
Allow Edit Custom Pages: Yes
Allow Delete Custom Pages: Yes
View Financial Reports: Yes
View Notes (Owner Financing): Yes
Allow Add Note (Owner Financing): Yes
Allow Edit Note (Owner Financing): Yes
Allow Delete Note (Owner Financing): Yes
Allow CSV Import: Yes
Allow Import From Outside Data Service: No
View Seller Information: Yes

The only field that is not selected is one allowing import from our outside data service integration. You will also note that admins will have more access options than a representaive such as Allow Generate API

A Representative Account has restricted access to your Investment Dominator with the following fields set to the no option:

Allow Delete Property: Yes
Allow Merge Property: Yes
Allow Edit Property: Yes
Allow Delete Contact: Yes
Allow Edit Contact: Yes
Allow Generate Letter: Yes
Allow Generate Offer: No
Allow Generate Label: No
Allow Delete Attachment: Yes
Allow Edit Menu: No
Allow Edit Custom Pages: No
Allow Delete Custom Pages: No
View Financial Reports: Yes
View Notes (Owner Financing): Yes
Allow Add Note (Owner Financing): Yes
Allow Edit Note (Owner Financing): Yes
Allow Delete Note (Owner Financing): Yes
Allow CSV Import: Yes
Allow Import From Outside Data Service: No
View Seller Information: Yes

Please make sure to review the information and decide how to properly update your user.