An authorized manager is an appointed individual granted access to specific accounts to review, submit, and disregard items on the member(s)' behalf. Often, this role is held by an executive assistant, chief of staff, or a spouse or partner responsible for security within the family. This role also allows the authorized manager to receive bi-weekly or monthly email updates for the managed account. For further details on account delegation, please consult the "How do I delegate an account?" section.
What is an authorized manager?
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Written by Jaivon Smith
Updated over a week ago