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Account Delegate Documents Help

When to use the Account Delegate document

The Account Delegate document is used to:

  • Add a single delegate to an account (it will not override/remove any existing delegations on the account).
  • Edit information on an existing delegate (document types that can be approved, dollar amounts, etc).
  • Remove a delegate from an account.

Note: Before proceeding with one of the Account Delegate documents (Account Delegate, Account Delegate Global, Account Delegate Model, Account Delegate Global From Model), please review the informational page on account delegates first. This resource will help you determine which account delegate document will best suit your needs.


Additional Resources