Service Team › Change Staff Member Roles on the Service

Change Staff Member Roles on the Service

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

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Click the Properties icon next to the resource to change the role.

   The properties page appears.

3. In the General section of the page, select a value for the Investment Role field.
4. Click Add.
5. Save the changes.