You can Add a Delegate to your Account to grant specific permissions to another User or Team Member in your organization. This is a useful function if you have someone in an assistant role that you wish to have access to your account to perform tasks on your behalf.
User Delegates vs. Team Member Delegates
You can add either a User or a Team Member as a Delegate. Whether assigning a User directly or indirectly via a Team Member Role, they will function exactly the same as a Delegate.
The main difference is that by using a Team Member as a Delegate the User in your Delegate role will automatically change if you ever change the User you have in the Team Member slot.
For example, you have a Loan Officer Assistant Team Member slot that is filled by Steve. You want your assistant to be able to act as a Delegate and send emails, add contacts, etc. on your behalf so assign your Loan Officer Assistant as a Delegate (i.e. you do not directly assign the User Steve as a Delegate.)
Later, when you get a new assistant (Sarah) and assign her to your Loan Officer Assistant slot, she will automatically have the same Delegate rights to your account.
Adding A User Delegation
Choosing a User
- Go to Account > My Settings.
- Access My Account tab.
- Click Add New Delegation
- Search for the name of the User or Team Member slot that you want to grant Delegation permissions.
- Choose the User/Team Slot from the list of names.
- Add Permissions you would like your Delegate to have.
- Save Delegation