Creating a Delegate and Assigning Delegate Access

In this guide, you will learn how to create a delegate as well as assign delegate access. 

Note:

• In cases where advisors share a joint code, an advisor is able to add a delegate access to the other advisor so that they may toggle between their view and the joint advisor's view. 
• Delegate access may also be given to an assistant or an associate so that they may switch from their primary user view to their affiliated advisor's view.

Creating a Delegate

Process:

1. To add a delegate access, click on the head and shoulders icon at the top right corner followed by Settings.
2. On this screen, click on Manage Delegates. Here you will see how many remaining delegates you are able to assign, currently, two delegates are provided per advisor. Proceed by clicking Add a Delegate. 
3. Add the first and last name of the delegate followed by the email and then click on Add Delegate.

Assigning Delegate Access

Process:

1. Once a delegate has been added, you may switch to a delegate view easily within CapIntel. Proceed by clicking on the head and shoulders icon at the top right of the screen, followed by Switch Account. 
2. Within the pop-up screen, click on the Choose Account box to expand the delegates.
3. Select the desired delegate followed by Switch Account.
4. Once selected, a green bar at the top of the screen will appear indicating you are working as the selected delegate.
5. Ensure to return to the primary user's view before logging out.
6. Proceed by clicking on the head and shoulder's icon, followed by Switch Account, select the user, and then Switch Account.

Note:

• Any work completed within the view will not be visible once switching back to the primary user's view.
• Within the delegate's view, you may proceed with all functionalities.
• Currently, whichever user you are logged in under (whether it be primary user or secondary/delegate user), when exiting the application, the next time you log into CapIntel, you will be logged in under that user. 

Last Review 2025-06-17