Profile & Account Delegation Settings

User Profile Settings

To edit your profile settings, navigate to Settings > Profile. On this page, you can update your name, photo, bio, contact information, website URL, and email address.

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.

How do I set up account delegation?
Your 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. If you haven’t received an invite email from your advisor yet, please ask them to follow the steps here.

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 for Advisors

What is account delegation?
With Account Delegation, advisors can delegate management of their 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?


Best Practice

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.

To access Account Delegation, navigate to your Account Settings.


Best Practice

Optimize your account profile by using a well-lit headshot for your account profile photo. Use a bio that lets your clients know who you are and what services you offer.

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.

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.

Primary email

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 associate with your SSO account (eg Okta), please your Gainfully admin.