If you are using PAT Live as a call center, you may need to provide their representatives access to your Investment Dominator account in order for them to receive calls from prospective sellers. This guide explains how to grant PAT Live representatives the appropriate access.
STEP 1: Create New Rep User For PatLive
- Log in to your Investment Dominator account.
- Navigate to the Team > Add User section in the main menu.
STEP 2: Enter Required Fields For The User
- On the Add User screen, fill in all the required fields (marked by *) to create a new user for PAT Live.
- Set the Role to Rep to designate this user appropriately.
- Use a unique Rep# for each PAT Live representative added.
- For simplicity, assign a straightforward username and password that the PAT Live rep can use to log in.
- Click the Confirm button to save and create the new PAT Live user in the system.
STEP 3: Send Access Credentials to PAT Live
- Provide PATLive with the access URL, username, and password for each PAT Live representative user you created.
- Send this information to PAT@Patlive.com along with your associated name, account number, and any other instructions regarding their access.
- Note that all users created under the Team tab, including PAT Live users, log in using the same URL you use, but with their individual usernames and passwords.
Frequently Asked Questions
Do PAT Live reps use a different URL to log in?
No. All users under the Team tab, including PAT Live reps, use the exact same access URL as you. They just log in with their own username and password.
Can I assign the same Rep# or username to multiple PAT Live reps?
No. Each PAT Live representative should be assigned a unique Rep# and distinct username to ensure proper access and tracking.
Can I edit or delete a PAT Live user after creating it?
Yes. You can modify or remove any user you created under the Team tab as needed to manage access.
What roles are appropriate for PAT Live representatives?
Assign the role of Rep to PAT Live users to provide the correct permissions without unnecessary administrative access.
Is there any special configuration needed for PAT Live users after creation?
No. Once created with the Rep role and credentials provided, PAT Live reps can log in and handle calls as intended without additional setup.
