As you continue with your Real Estate Investing journey through DealMachine, you will need the help of different types of people.
You can add up to three kinds of team members in your DealMachine account - a Driver, a Partner, and an Admin.
Drivers have limited access and can only add deals for you. Partners and Admins, on the other hand, can be given different types of account access depending on what you need them to do.
The table below shows what a team member role can do. Again, these accesses are fully customizable (for Admin and Partners) under the Team option on your Account Settings (accessible by clicking your picture at the top right corner or your initials if you don't have a picture yet).
Actions | Driver | Partner | Admin |
Add Leads | Yes | Yes | Yes |
See other team members' properties | No | Yes | Yes |
Start Mail | No | Yes | Yes |
Skip Trace | No | Yes | Yes |
Edit & Create Mail Sequences and Mail Designs? | No | Yes | Yes |
Export Data? | No | Yes | Yes |
Edit Custom Fields & Statuses? | No | Yes | Yes |
The main difference between Admin and Partner access is that Admins can access Billing and can edit/add team members.