Team Member Roles

What your team members are allowed to do and view on your account.

Updated over a week ago

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, this access are fully customizable(for Admin and partners) under the Team option on your account Settings.

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

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