How to Manage Delegate Permissions

You may also be interested in these articles: How to Add a Delegate to Your Account and How to Accept Delegate Permissions.

The delegate feature allows you to grant another Seattle Services Portal user access to your account. You can add a delegate to all of your records or just specific records.  You can change the permissions for delegates to your account at any time.

Occasionally, we add new record types to the Seattle Services Portal. Delegate permissions are not automatically updated, even if you set your delegate permissions to access all records. When we add new records types, you will need to update the permissions for any delegate in your account.

We will notify you when we add a new record type by:

• Posting an announcement on the Seattle Services Portal home page
• Sending an email to all customers using the delegate feature to review their permissions.

Change Delegate Permissions

1. Log Into the Seattle Services Portal
2. Go to Account Management
3. Scroll down to the Delegates section
4. In the People Who Can Access My Account section, click Actions
5. Click Edit Permissions and update the list of records and/or permissions
   
   1. To update the list of records, click Change next to View Records in all categories
      
   2. Update the list of records again for each of the actions (Create, Renew, etc) and then click Save
      
      
6. Click Save Changes
   

   The delegate will not get an email stating that the permissions have changed.