Assistant permissions

Need a hand? Delegate your transactions!

We’re excited to introduce a new feature that enables users to delegate transaction tasks to an assistant, helping teams stay efficient and organized. With this update, users can now be assigned assistants who will have the ability to complete transactions on their behalf. This is perfect for executives, managers, or anyone who needs extra help managing their workflow. It’s time to get your transactions on track. 

Key highlights

• Ten assistants: Each person can be assigned up to ten assistants to help manage and complete their transactions.
• Role flexibility: Any user, regardless of their role, can be assigned as an assistant.
• Comprehensive access: Assistants can review and complete transactions—taking any necessary steps to ensure tasks are finished.

Enhanced to-do lists

When a user is assigned as an assistant, they’ll see a split in their to-do list:

• Personal: Displays their own action items to be completed.
• Assigned to Me: Highlights the tasks they need to complete on behalf of others.

This feature streamlines workflows, ensuring that even when someone is unavailable, their transactions are handled by a trusted team member.

Learn how to assign assistants here.