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. 
  • In the main menu click on the settings cog to go to Setup Page
  • 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, press the 3 dots next to their name
  1. Click the icon and you will now be able to fill out all the necessary details in the sections 
    1. Basic Details
    2. Contact Details
    3. Profile
  2. Click the Save Member button