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Request access to another person's ITEGY account

If you need to help someone manage the products in a ITEGY account, you can requestdelegate access from the account owner. Delegate access allows you to open and use products in the account without needing the account password.

  1. Log in to your ITEGY account.
  2. Click this icon in the upper-right corner:
    click person icon
  3. Click Account Settings.
    click account settings
  4. Click Delegate Access.
  5. At the bottom of the Accounts I can access section, click + Request Access.
    click request access
  6. Complete these fields:
    FieldWhat to do
    Account holder nameEnter the name of the person who owns the account you want to access. This person will see the name you enter in the email notifying them of your request. You'll also continue to see this name in your list of accounts you can access.
    Account holder emailEnter the account owner's email address. This doesn't have to be the email address on their ITEGY account. You can enter any email address that the owner uses.
    Access level requestedSelect the access level you want. The account owner can change your access level before accepting your request.
  7. Click Request.

We'll email the owner your request. Once the request is accepted, we'll email you a final confirmation.

Next steps

More info

  • Learn more about which products support delegate access.
  • Delegate access is not reciprocal - that is, if an account owner invites you to access that account, that owner does not also receive delegate access to your ITEGY account unless you invite that owner.
  • Pending access requests can't be cancelled, but they expire automatically if they are not accepted within 48-72 hours.