Replace A Team Member

Replace A Team Member

This file will guide you through replacing a team member. This option can be used to save you archiving a team member and adding one back in. You can use this option anytime the new user will be taking the same role and permissions as the user that is leaving. 

  • Go to the Setup Menu and click on the sub menu > Team Members
  • A list of your team members will now be displayed
  • On the right hand side of the page on that team member you will see the replace member icon 

  • Click the icon and you will now be able to fill out all the necessary details in the sections, Basic Details, Contact Details and Profile 
  • Click the Save member button