Power Linked User

Power Linked User 

Under the Manage section in your DealAutomator account you will find Power Linking. Power Linking is creating a user that can only see specific files within your account. 

A Power Linked User can be ‘linked’ from within any Property file. 

Once a Power Linked User is linked to a Property file, when they log into DealAutomator they will only see the files that you linked them to.  

**Power Linked Users cannot create new contact and property files. They can only be linked to existing files.** 

Power Linked Users also have different access levels that you are able to control.

PROPERTY ACCESS:

Property Access Level:

Linked Items Only- Only see the properties you have linked this user to

None- user cannot see any of the properties in your account

Full- This gives your Power linked user access to all Property Files 

Allowed Property Tools:

All- gives access to all tools within a property file

**Hamerpoint Rehab Planner, Repair Estimator, and Deal Analyzer are for full access users only**

None- no access to any tools within a property file 

Allowed Property Tabs:

All- able to see all the different information tabs within a Property file

Basic- only able to view the Notes and Property tab 

CONTACT ACCESS:

Allow Seller/Buyer/Other Access: Once you check the box by any of these selections your Power Linked User will be able to see 

All of those files.  So if you check Sellers, your Power Linked user can see all Seller contacts 

Allowed Info Tabs:

All- Power Linked User will be able to see all the different information tabs within a contact file

Basic- only able to view the Notes and Contact details tab  

When Power Linked User is created they are emailed a link to confirm the invitation you sent to activate them as a user on your account.  There are 2 statuses for a Power Linked User. 

1. Pending- An email invitation has been sent but has not been accepted by the Power Linked User yet

2. Active- This Power Linked user is all set and you are now able to link this user to specific files. 

*If you see 'REQUIRES REVIEW' next to the user, click the edit button  to review their access level and then hit 'Save'.  This is only for Pre-existing Power Linked Users on your account. 

*Power Linked Users cannot create new contact and property files. They can only be linked to existing files. 

To read how to Add/Delete/ Edit Power Linked Users click here