Ideas › How to Staff a Team (Idea) › Change Staff Member Roles (Idea)

Change Staff Member Roles (Idea)

You can change a staff member role on an idea-by-idea basis. The change does not affect the role identified for them in their resource profile. You can replace a role assignment from either the idea staff or detail page.

Follow these steps:

1. Open the idea.
2. Click Team.

   The staff list page appears.

3. Click the Properties icon for the resource to change the investment role.

   The properties page appears.

   The page displays the basic profile fields and allocations-related fields.

4. In the General section of the staff member properties page, select a role in the Investment Role field.
5. Save the changes.