How to Re-assign Staff

How to Re-assign Staff

Introduction

If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment.

​

How to Reassign Staff

Step 1: Go to the Fund Dashboard for the fund where you want to reassign staff.

Step 2: Scroll down to the Relationship section and click on the Assign/Remove Staff button.

Step 3: Click on the Delete icon next to the current staff member to remove them from the job.

Step 4: Once the dropdown is enabled, choose the new staff member from the dropdown list .

Note: The staff dropdown will not be enabled until you delete the existing staff member.

Step 4: Now click on Assign.

Step 5: This will enable the Save button, click on Save to proceed further.

Note: The Save button will not be enabled until you click on the Assign button.

Step 6: Click on Yes from the appearing confirmation pop-up.

Step 7: The staff member will now be successfully reassigned to the job.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, contact our Support team if you need any assistance.