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.