What is account delegation?
With Account Delegation, advisors can delegate management of their Gainful.ly accounts to their support staff.
Account delegation features:
- Invite support staff to manage your account
- Enable delegates to compliantly share resources on your behalf
How do I set up account delegation on my advisor account?
To access Account Delegation, navigate to your Account Settings.
To invite support staff (and other end-users) to manage your account, select Delegation from the left nav bar and click into the white box below. Type in the end-user's email address and select the + button. For information on account delegation for end-users, take a look here.