Troubleshooting
X Delegate Still Active After Password or 2FA Change
Delegates do not lose access when you change your password, because the platform was built to work that way.
Is this your situation?
You changed your password or two-factor authentication and expected the delegate to be cut off, but they still appear to have access. You want to know whether this is a bug or whether the delegate access is working as designed.
The short answer
Delegates will not lose access to the account if the account owner changes the password. To remove a delegate's access, you remove the role directly instead of relying on a password change.
What you see, and why
| Symptom | Cause |
|---|---|
| A delegate still has access after you changed the password. | Delegates will not lose access to the account if the account owner changes the password. |
| You expected two-factor authentication changes to remove a delegate. | Only the owner of the delegated account manages the password, phone number, and login verification settings. |
| You are unsure who can still manage delegates after a change. | Both owners and admins can manage delegates on the account. |
Check these first
- Check who currently holds delegate roles. Select Security and account access, then X Delegate, then Members you've delegated to.Verify: Look for the name you want to remove in the list.
- Confirm whether the role was removed. Find the account and click Change role or Remove from account, then confirm.Verify: Check the entry no longer appears under delegated members.
- Check who can manage delegates. Both owners and admins can manage delegates on the account.Verify: Confirm the person removing access holds an owner or admin role.
How X handles this
- Delegates will not lose access to the account if the account owner changes the password.
- Only the owner of the delegated account manages the password, phone number, and login verification settings.
- Both owners and admins can manage delegates on the account.
- Updating the account password is encouraged so that only the owner or account manager knows it.
Which path applies to you?
- Did you change the password expecting it to remove a delegate? Delegates will not lose access to the account if the account owner changes the password.
- Do you want to remove the delegate's access directly? To change a role or remove a delegate, select Security and account access, then X Delegate, then Members you've delegated to.
- Are you a contributor trying to remove another delegate? Contributors do not have the ability to manage delegated accounts.
- Are you trying to confirm who can still manage delegates? Both owners and admins can manage delegates on the account.
Step by step: finding the cause
- Confirm the account owner role. Only the owner of the delegated account manages the password, phone number, and login verification settings.Confirm: Check that you are logged in as the account owner before proceeding.
- Open the delegate management screen. Select Security and account access, then X Delegate, then Members you've delegated to.Where: Security and account access → X Delegate → Members you've delegated toConfirm: Check the list for the member whose access you want to change.
- Choose the member to change. Find the account and click Change role or Remove from account, then confirm the selection.Confirm: Check that a confirmation prompt appears for the selection.
- Confirm the removal. Find the account and click Change role or Remove from account, then confirm the selection.Confirm: Check the members list to see the role no longer listed.
- Verify contributor limits if removal fails. Contributors do not have the ability to manage delegated accounts.Confirm: Check whether the account attempting removal is a contributor.
- Check who else can manage delegates. Both owners and admins can manage delegates on the account.Confirm: Check whether an admin account can complete the removal instead.
- Update the password separately. Updating the account password is encouraged so that only the owner or account manager knows it.Confirm: Check that the new password is known only to the owner.
Common mistakes
- Assuming a password change removes delegate access. Delegates will not lose access to the account if the account owner changes the password.Why it happens: Delegates will not lose access to the account if the account owner changes the password.
- Trying to remove a delegate from a contributor account. Contributors do not have the ability to manage delegated accounts.Why it happens: Both owners and admins can manage delegates on the account.
- Assuming two-factor authentication changes affect delegate roles. Only the owner of the delegated account manages the password, phone number, and login verification settings.Why it happens: Only the owner of the delegated account manages the password, phone number, and login verification settings.
Quick reference
| Situation | What applies |
|---|---|
| Password changed by owner | Delegates will not lose access to the account if the account owner changes the password. |
| Login verification settings | Only the owner of the delegated account manages the password, phone number, and login verification settings. |
| Who can manage delegates | Both owners and admins can manage delegates on the account. |
| Contributor permissions | Contributors do not have the ability to manage delegated accounts. |
| Removing a delegate | Find the account and click Change role or Remove from account, then confirm the selection. |
| Locating delegate members | Select Security and account access, then X Delegate, then Members you've delegated to. |
| Admin-only team control | Only admins can manage the team. |
| Password hygiene | Updating the account password is encouraged so that only the owner or account manager knows it. |
Keeping track of who has access
Delvia keeps a clear record of delegate roles so this kind of confusion over who still has access gets diagnosed before it causes concern.
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