Delegated Account Access
Give someone in your office access to your account so they can help get things done.
Platinum subscribers can give another member of their office access to work within their account, including Members Only Portal and the Platinum Dashboard.
The person you give access to does not need to be a Platinum subscriber and can use the Platinum tools available through your account while assisting you. To grant access to their own account, they must be a Platinum subscriber.
See How Delegated Account Access Works
How It Works
Grant Access
As a Platinum subscriber, choose a member within your same broker code and grant them access to your account.
Access an Account
When someone gives you access, select Impersonate to switch into their account and work on their behalf.
Note: While impersonating another member, you cannot change their contact information or password. The account holder must make these changes.
Access Works Both Ways
Access must be granted separately in each direction. To give someone access to your account, you must be a Platinum subscriber.
Manage Access
Review or remove account access at any time.
Important: Delegate Access gives another person full access to your account, including your tools, information, permissions, and any broker- or management-level features.
Only grant access to someone you trust and authorize to use your account.
