How to grant access to a director’s account

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Scott Seipold

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 before any director accounts can be shared
  • 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
  • Any financial reward initiated from the director's account will debit the director's budget, not the designee's

 

How to enable director account sharing

  1. Login to your Administrator account
  2. Click System Settings
  3. On System Settings tab, set Allow Director Account Sharing to Yes
  4. Click Update Settings

 

How a director grants someone else access to their account

  1. Director logs into their Employee account
  2. Click the Account Details cogwheel
  3. Click Account Access in the left nav menu
  4. Click inside the Grant account access to: box
  5. Type the person’s name until recognized, then select it
  6. The employee who was granted access to the director's account can now go to their own Account Details, select Access Login List, and click Login as User for the director they want to impersonate

Note

An admin can do this, with express permission from the director, by impersonating the director from the admin portal

 

How a director revokes someone else access to their account

  1. Director logs into their Employee account
  2. Click the Account Details cogwheel
  3. Click Account Access in the left nav menu
  4. Click Revoke Access

Note

An admin can do this, with express permission from the director, by impersonating the director from the admin portal

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