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Allow someone to view and edit my data as "delegate"

You can allow someone to view and edit the data in your Elements account by assigning the person as a "delegate."

1.  Open the menu by clicking the down arrow on the right side of your name near the top right corner of the screen. Select Account settings (circled in yellow below).

Menus under the account holder's name

2. On the Account settings page, find Manage Delegates section (circled in yellow).

Manage Delegates

3. Type in the person's last name in the box next to Name (surname first): (highlighted in yellow above).

4. Once the person's name is found, Add delegate button will appear.  Click the button to add the person as a delegate to your account.