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. This feature is not available to Strategists on the Limited plan.
To grant delegate access to an assistant, admin, or another Strategist, they will first need to have a Strategist account. If they do not already have a Strategist account, they can create a limited access one by visiting https://strategist.livecurrence.com/login and selecting "Join".
Once they have done this you will go to the "Delegate Access" tab in the My Team page. Click the button labeled "Add Delegate Access" and use the prompted area to search for an existing Strategist via their email.
Once you grant delegate access, the receiving party will be able to toggle between their portal and yours.
Where to click to switch between dashboards: