Choose a permission level, Read or Write, for each category that you want to share with your Representative. If you leave them blank, the Representative will be unable to see any information in those categories. Also, as the account holder, you can change your Representative’s access level at any time, or even remove them. They do not have that ability. They cannot delete you from the account or invite anyone else. Here are the meanings of the levels.

Read: The Representative can only see the account information. This includes account numbers and passwords. They cannot change or save the data.

Write: The Representative can do anything with the account information, such as viewing, editing, and downloading it. They have full control over the data.