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Changing or adding responsibilities for an existing Team Member
Changing or adding responsibilities for an existing Team Member

Instructions for how to add or change responsibilities for an existing team member via Team Management.

Andrew Sutton avatar
Written by Andrew Sutton
Updated over 5 months ago

Adding or changing your teams responsibilities can be done by an Administrator via Team Management.

Responsibilities, also known as Roles, are the job titles and functions that have been added to the Company Structure (Organization) Chart. When you set a team member up, you select which responsibilities they perform at your organization.

To add or change responsibilities for an existing Team Member

  • Click the 'waffle' icon in the top right corner of the screen and select Account

  • The Account Landing page will display, select Team Management

  • Click on the team members name in the Team Management screen

  • A new screen will open that shows their details

  • Assign roles to the team member by selecting them in the Responsibilities box

  • Click Save to confirm the changes

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