How to Add a Broker Assistant
If you have an assistant and would like them to have the ability to impersonate your account and work on your behalf, make sure they have an account in YachtCloser. To get an account set up for your assistant, contact your Company or Location admin.
Once they are successfully set up with a YachtCloser log in, you can specify that they are your assistant under the Account tab. Go to the Preferences page, then select their name under the Broker's Assistant drop down menu, as displayed below. This gives them permission to impersonate your account and pull up your Inventory and Deal records.