Investments › Investment Team › About Staff Member Replacement (Investment) › Change Investment Staff Member Roles

Change Investment Staff Member Roles

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

Follow these steps:

1. Open your investment.

   The properties page appears.

2. Open the Team menu and click Staff.

   The investment team staff page appears.

3. Next to the name of the resource for which you want to change the role, click the Properties icon.

   The resource staff member properties page appears.

   In the General section of the page, select the role that you want to assign to the resource for this investment.

4. Click Add.
5. Click Save and Return.

   The investment team staff page appears, where you see that the name of the resource role has changed in the Role field.