DaFIS Online Tutorials -Using Account Delegates

Using Account Delegates
DaFIS Transaction Processing offers the ability to set up account delegates. Delegates can be used to ease an Account Manager's burden; or as back up in the Account Manager's absence. This tutorial will help you understand what account delegates are, and how you can use them to improve your business practices. We will also discuss the process of creating and tracking your account delegates.

Step 1
What is an Account Delegate?

Step 2
Primary Delegates

Step 3
Why use a Non Primary Delegate?

Step 4
Multiple Delegates?

Step 5
Of Delegates, Workgroups and Review Hierarchies

Step 6
The Technicalities