In this article

  • Video  "How to add a Delegate as your Team Member" (00:42 sec.)
  • Overview
  • Remove or Replace a Delegate

Overview

Delegates are typically administrators or para-planner professionals who can help manage your book of business. 

A Delegate:

  • Supports the advisor and can add/edit/update client data in Asset-Map Platform.
  • Has access to their advisor's households but CANNOT delete a household from the advisor's account.
  • Cannot view households designated as "private".

Remove or Replace a Delegate

To disable a delegate's access and retain a seat license, uncheck the Delegate box associated with the delegate.


Invite a new delegate using the steps outlined in the video above.

More:
Assistants play a key role in preparing for a client meeting. Download our free pre-meeting checklist here.

Tags: assistant, para planner, help, household index, log-in, invitation, invite, delegate, delegations

3/2020


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