DealMachine makes it simple for team members to quickly add properties and for you to track each deal. Here’s how to start scaling your team. Each team member can have their own login credentials, which ensures secure and efficient collaboration. Adding virtual assistants from other countries is also supported through simple invitations.
Steps to Add Team Members:
Log in to your DealMachine account through the app or at DealMachine.com.
Navigate to Account Settings > Team within the app.
Ensure you are not exceeding your team member limit (e.g., the Pro plan allows up to three users).
Check if there are any pending invitations and remove them if necessary to free up space.
Removing Team Members
To remove a team member from your DealMachine account:
Navigate to Account Settings > Team.
Select the team member you wish to remove. If you're unable to remove a team leader directly, contact DealMachine support for assistance. Once removal is successful, the user will lose access to your team.
4. Enter team members’ email addresses and click Invite. They’ll receive an email with a link to set up their account as part of your team. Each invited member will follow a link to create their own login credentials, ensuring their account is independent and secure. If the invitee already has a DealMachine account, the system will prevent the invite from being accepted. In such cases, resend the invitation to the same email and instruct the invitee to check their email and accept the link.
5. You will be notified via email once they accept the invitation. If the invited member has an existing DealMachine account, ensure it is deactivated before sending the invite or use an alternate email address. Keep in mind that you cannot add a person as a team member if they have an active DealMachine account, as this is a system limitation.
Why Avoid Sharing Login Credentials
Sharing login credentials is discouraged as it restricts users to one active session per device and can pose security risks. Always invite team members to create their own accounts to facilitate secure collaboration.
Adding Virtual Assistants (VAs)
You can add virtual assistants or team members located in other countries seamlessly by sending them an invitation through the Team settings. This process allows them to access the platform without any geographical restrictions.
If you encounter any errors while trying to add a Team Member, our Support Team is here to help. Simply reach out through the Help & Support option on your DealMachine account, and our team will respond within 15 minutes. Before contacting support, double-check for pending invitations in the Team section under Settings, confirm the email address entered is correct, and ensure the invited individual doesn't have an active DealMachine account.
Happy Deal Finding! 😉