Account Delegation Settings
Managing Account Access
Account Delegation for Support Staff
What is account delegation?
With Account Delegation, your support staff is able to compliantly save and share resources on behalf of their advisor. Your support staff can assist multiple advisors at a time using this feature.
To access account delegation, navigate to your settings icon, then click on "delegation" in the left side navigation bar.
Utilizing Account Delegation
To utilize account delegation, type in your desired administrators email, and then click the plus sign. This will prompt the delegate to sign up for Gainfully and allow them to begin to use the platform. Frequently, delegates are administrative support staff, marketing support, or assistants. Have the delegate check their email for the invitation to sign up! If you sent an email and they didn't receive it, email [email protected] for additional support/
How do I set up account delegation?
Supporting team members will need to be invited by their advisor in order to enable account delegation. Once invited, team members will receive an email asking them to claim their accounts.
How do I use account delegation?
To access your advisor's account, navigate to your Account Settings, and select Switch Account.
Once you select Switch Account, you'll be able to view the accounts you can act on behalf of. When you are using another account, all the actions will appear as from the advisor's account.
How do I switch back to my account?
To revert back to your account scroll to the top of your browser window and click Revert to your account.
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?
Account delegation is a powerful tool that allows your support staff to manage your account in a safe and compliant way! Rather than sharing a single account, we encourage implementing this feature to keep your account secure.
Updating Your Email Address
Your account can be linked to as many email addresses as you like. Having multiple email addresses helps users and organizations make connections and ensure you're receiving the most benefit from connections on the platform. However, if your account is SSO enabled, your primary email address in Gainfully will need to remain the same as your SSO enabled email address.
Adding email addresses
To add an email address, go to your Account Settings > Profile and enter the new email address. Afterward, you'll receive a confirmation/validation email will be sent to that address. To validate you must click the link in that email. If you have trouble receiving your first validation request, you can resend a validation email from Account Settings.
Can't add an email address
If you receive an error, it's possible an email is registered to an inactive account that requires merging with your current account. See the help document on merging accounts for more information or contact support for further help.
Your account has one primary email, which is the email address to which you will receive notifications and "from" which any client-facing emails will be sent. If your organization requires journaling of email messages you may be required to specify your managed email address as your primary email.
Updating SSO email address
If you need to update the address associated with your SSO account (eg Okta), please contact your Gainfully administrator.
Updated 5 months ago