膆躽躾躿軀 Manage Users - Assigning Delegates • Cleaner, more intuitive user interface Delegate Invitation Process
Once an agent sends a delegate invitation, the delegate will receive an email containing a link to complete Single Sign-On (SSO) registration. After registration is complete, the delegate can access the assigned functions based on the permissions granted by the agent. Delegate Management Agents can manage delegates directly from the Manage Users section, including the ability to: • Edit delegate information • Remove delegates • Promote a delegate to Administrator status
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