Why Would You Share Access?
The Right Way And The Wrong Way
How Do I Grant Access?
Step 2: Wait for the consultant to request access.
You should receive a message from the consultant letting you know they have requested access and asking you to accept the request.
Step 3: Accept the request
Note: You can always revisit the Client Managers section of the Account Access screen to revoke access to this account should you part ways with this consultant.