Now that you've added a Shared Access user, they'll need to accept your invitation and complete their enrollment. Your invitation is valid for 72 hours. 

To walk your delegate through accepting a Shared Access invitation and enrolling

1. Ask them to open the invitation email and select Enroll now.
2. Have them review the Digital Service Agreements. To agree, they'll place a checkmark and select Continue.
3. Next, they'll need to select Send code to send it to the mobile phone number. Then enter the passcode provided.
4. Advise them to enter their personal information, such as their address, date of birth, and SSN, then select Continue.
5. If the delegate does not have an existing username, they'll create a username, password and select their security preferences.
6. If the delegate has an existing profile, their username will display. At this time, their enrollment is complete, and they can log in to access the accounts. 

More information

• Shared accounts are displayed on the delegates dashboard. They're grouped by the account owner who delegated access. 
• Your Shared Access user will be able to see account balances, transaction history and so much more. See also, What can a Shared Access user see and do?