When an advisor delegates client management to another team member via Share All Clients, which capabilities does that user gain?

• A. view client facts only
• B. edit client facts, setup client websites, add new clients
• C. delete client accounts
• D. archive client files

Answer: (C)

Sharing all clients expands the teammate’s ability to work with client data across the entire client base. The most practical capabilities gained are the ability to edit client facts, set up client websites, and add new clients. These actions support active management and onboarding of clients. Deleting client accounts is a high‑risk operation and is not typically included in delegated access, which is why it isn’t the appropriate capability gained. Archiving or viewing alone are more limited and don’t reflect the full scope of ongoing client management that this sharing feature enables.