A Director can grant someone else (ex. Administrative Assistant) access to their account, so that somebody else can interact and issue rewards on their behalf.
Good to know
- Director Account Sharing must be enabled
- The Director's employee profile must be flagged as a Director
- Only one person can be provided with access to the Director's account at a time
How to enable Director account sharing
- Login to your Administrator account
- Click Settings
- On System Settings tab, set Allow Director Account Sharing to Yes
- Click Update Settings
How a Director grants someone else access to their account
- Director logs into their Employee account
- Click the Account Details cog
- Click Account Access
- Click inside the Grant account access to: box
- Type the person’s name until recognized, then select it
Note: An Admininstrator can do this, with express permission from the Director, by impersonating the Director from the Administration system.
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