You invited a team member to join your team. What happens after they sign up? What are they going to see?
After a team member signs up through your invite link, they are prompted to verify their email address by entering the verification code that we sent to their email.
Once their email address is verified, they will be logged into DealMachine for the first time.
By default, your team members will have limited permissions but will still have access to certain key areas of DealMachine such as the Map, Leads and their local account settings.
That's it!
To ensure your team members have access to the set of features that fit your unique needs, change their permissions in your account settings. |