How can I work together with my team and colleagues?

You can provide delegate access to your assistants and customer service team, or you can collaborate with colleagues on any given client.

Delegation allows for one Strategist to give another access to their entire dashboard. Using the delegation function allows you to view and manage another Strategist's entire current client list, as well as invite new clients to their Strategist Dashboard.

It is important to note that delegation is not the impersonation of the Strategist.

To learn more about Delegation:

Collaboration is the ability to share a singular or multiple clients from your Strategist Dashboard with another strategist.

To learn more about Collaboration: