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Add a Delegate

Enter the name and e-mail address of the person to whom you would like to grant delegate access to your account.
Set Delegate Permission
Delegates can view records across all categories unless you choose to restrict them to specific categories.
View Records in {0}
For the following permissions, the available categories are limited to the ones that you have granted the delegate access to view records.
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Manage Delegates

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Permissions
This delegate currently has access to the following on your account
You currently have access to the following on this account
  • View Records in
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Manage Delegates

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