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.

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