Delegates View gives Sales Reps the ability to grant Summer Interns or DSRs with the ability to “impersonate” them. This gives the Intern or DSR visibility to Retailer Companies, what users have access, what tiles the users have access to, and the ability to add new users on the SRs behalf. By giving access to the Intern or DSR, they can look up retailer’s access prior to going and calling on them.
- Navigate to the User's tile and select OPEN APP
- Choose More Options
- Choose Delegates View
- Choose Add delegates
- Start typing name of the user in the box, then select them form the drop down menu. More then one delegate can be added at a time
- Choose Share to finish
- Delegate view can be revoked by check marking the box beside the users email and choosing the Revoke option on the right of the screen
If you have any questions regarding this content, please reach out to us with the contact information provided below.