Editing a delegate's access

Delegates have different access permissions, giving you control over how and when they can view each section of your plan.

You can easily update a delegate's permissions anytime by following these steps:

  1. Go to your Delegates page.
  2. Choose the delegate you want to update.
  3. Click the Edit button.
  4. Select the access permissions for each section of your plan.
  5. Click the Save Changes button.

Your delegate's new access permissions will take effect as soon as you click the save changes button.