How to Manage Ideas › Staff a Team to Work on an Idea › Change Team Staff Roles

Change Team Staff Roles

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 a resource.

   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.