Manager Details

This section provides detailed instructions for managing individual account manager permissions and settings.

Overview

The Manager Details page allows you to:

• Review detailed information about a specific account manager

• Modify permission levels and access rights

• Set or change access expiration dates

• Remove account manager access

Accessing Manager Details

After selecting an account manager from the main Account Managers page, you’ll be directed to their individual details page.

Understanding the Details Layout

The Manager Details page displays a table with three columns showing basic manager information:

Fig. 39 Manager Details table columns

Note

The table displays:

• Manager - The name of the account manager

• Status - The current status of the manager’s access

• Last Status Update On - The date when the manager’s status was last changed

Managing Permissions

The permissions section allows you to control exactly what actions an account manager can perform.

Step 1: Review Current Permissions

Examine the permission checkboxes to understand the manager’s current access level.

Fig. 40 Permission settings with checkbox locations

See Also

Permission categories include:

• Receive Account Email - Receive email notifications for account activities

• View Stock Holdings - See stock certificates and positions

• View/Pay Invoices - Access and pay account invoices

• Proxy Voting - Submit proxy votes on your behalf

• View Dividends - Access dividend information and history

• View Stock Options - View stock option grants and exercises

• Shareholder Profile - Access and modify shareholder profile information

• Grant/Revoke Management Privileges - Manage other account managers

• Run Reports - Generate and download account reports

• Receive Messages - Receive account-related messages and notifications

• View Bond Holdings - See bond certificates and positions

Step 2: Modify Permissions

To change permissions:

1. Check or uncheck the appropriate permission boxes

2. Review the changes carefully

3. Consider the security implications

4. Proceed to save the updates

Warning

Permission changes take effect immediately. Ensure you understand the implications of each permission before granting or revoking access.

Step 3: Save Permission Changes

After adjusting permissions, click the Update button to save your changes.

Fig. 41 Update button location for saving permission changes

Contacting Account Managers

You can initiate email communication directly from the Manager Details page.

Step 4: Send Email to Manager

Click on the manager’s email address or name to begin composing an email.

Fig. 42 Click email or name to contact the account manager

Note

Clicking the email link will:

• Open your default email client

• Pre-populate the recipient address

• Allow you to compose a message

Removing Account Managers

When an account manager no longer requires access, you can remove them from your account.

Step 5: Remove Manager Access

Locate and click the Remove button to revoke all access for this manager.

Fig. 43 Remove button location for revoking manager access

Warning

Before Removing a Manager:

• Verify they no longer need access

• Understand that removal is immediate and irreversible

• The manager will receive an email notification of removal

Important

Removed managers cannot access your account immediately upon removal. To restore access, you must add them as a new manager again.