Short answer: You assign a section from the delegate panel. Financials is the one section you can take back cleanly; for the others there is no formal "take back" action, so re-delegating or removing the person are the two ways to change who has access.
How to assign a section
Open the delegate panel from the portal dashboard.
Choose the section you want to hand over. Seven of the nine can go to anyone. Financials appears as a card badged CONFIDENTIAL and can only be selected by a founder. Vision & Leadership can never be handed over.
Select the teammate you want to assign the section to.
4. Confirm. This grants that teammate both view and write access to the section's content.
Note: Every teammate can already see the status and completion percentage of all nine sections on the dashboard, including any they cannot open (shown locked, with a CONFIDENTIAL chip). Assigning a section is what opens up the actual content for them to edit, not the summary view.
If the teammate hasn't joined the portal yet, you'll need to invite them first; delegation only works once they're a member of the org.
Sharing Financials
Financials is treated differently from the other sections, in three ways:
Only a founder can share it. If you are an admin but not a founder, the row is locked and reads "Confidential - only a founder can share it".
Sharing it also lets that person connect Xero and pull your figures in. It does not let them disconnect Xero.
It is the one grant you can cleanly take back. A founder can revoke it from Settings, then Team, without removing the person from your firm.
Can I reassign or take it back?
You can hand a section to a different teammate at any time by assigning it to them the same way. For the seven ordinary sections, be aware of two things:
Re-delegating a section doesn't automatically revoke the previous assignee's access. They can still open and edit it unless you remove them from the org.
If you re-delegate a different set of sections to someone who's already active, accepting the new assignment can overwrite their earlier grants.
Warning: For the ordinary sections there's no clean "take back access to just this one section" action. The only confirmed way to fully strip a specific person's access to them is to remove them from the organisation, then re-invite them with a narrower set. Financials is the exception, and can be revoked on its own.
Also keep in mind that the "assigned to {name}" label you see on a section is session-only. After a reload or on another device, that label reverts to showing the owner's avatar, even though the delegate still holds their access. The section's actual progress and completion state are saved properly; it's only the "who it's assigned to" display that resets.