How to Staff a Service Team › Change Staff Member Roles on a Service

Change Staff Member Roles on a Service

You can change the role of a staff member on a service. The change is not permanent for the resource. The change in role applies only at the local service level.

Follow these steps:

1. Open a service, and click Team.
2. Click the Properties icon next to a resource.
3. In the General section, select a value in the Investment Role field.
4. Click Add.
5. Save the changes.