To Add a Team Member to a Deal
1. Navigate to the Deals page, then click on an active deal from your left-side navigation.
2. Click into the Team tab, located at the top of the deals page.
3. To add a Dottid user to the Landlord Team, click + Member and select the team member you want to add to the deal from the search bar. This will allow them to receive deal activity email notifications and allow them to be assigned to tasks for this particular deal. To add a Tenant Team Member, click + Contact and fill out the appropriate information. Note these contacts will NOT have access to Dottid.
To Remove a Team Member from a Deal
1. Navigate to the deal Team page. To remove someone from the Landlord Team, click on the team member you want to remove.
2. Then, click Remove from Deal.
3. To remove a someone from the Tenant Team, click the 3 dots located on the right side of the contact and click Remove.
4. Confirm you wish to delete the tenant contact by clicking Yes on the Delete Tenant Contact pop-up.
To Join a Deal
1. Navigate to the deal and click Join Deal at the top of any deal's page to add yourself to the deal and to receive deal activity email notifications.
PERMISSIONS
Users at the Admin and Maintainer permission levels can add team members to a deal. Only users at the Admin permission level can remove team members from a deal.
Users can only join deals for properties that they have been assigned access to.
Contact your Company Admin to grant you access to properties that you require access to.
How to Create a Support Ticket
If support is needed for anything, please submit a support ticket. Include a brief note about the issue(s) and Select the Checkbox to Authorize Dottid Support to edit your Properties for 7 Days and click Submit.