Account Delegation Settings
Managing Account Access
Account Delegation for Support Staff
What is account delegation?
Account Delegation allows you to authorize other individuals to act on your behalf within Gainfully. Delegates can access your profile to send emails, share content, and manage certain tasks as if they were you.
Frequently, delegates are administrative support staff, marketing support, or assistants.
To add a delegate:
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Navigate to Delegation Settings: https://app.gainful.ly/settings/delegations/
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Under “Who Can Use Your Account” enter the email address of the user you'd like to delegate access to.
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Click the plus sign to the right of the email field to confirm the addition.
Once complete, the delegate will receive an email address to verify the invitation - They will have 14 days to accept.
To remove a delegate:
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Navigate to Delegation Settings: https://app.gainful.ly/settings/delegations/
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Under “Who Can Use Your Account” click the vertical ellipsis (three dots) and select “remove delegate”.
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They will be automatically removed as a delegate.
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 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?
Best PracticeAccount 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.
Updated 2 days ago