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Editing roles of staff members

During staff member's careers at the firm, they are likely to change roles over time. Accordingly, such changes should be reflected in the Staff List to update their sign off details and access permissions.

To edit the role of a staff member in the Staff List is easy, by using the following steps:

  1. Access the Staff List;

  2. Identify the staff member which you want to edit the Role of;

  3. Click on the dropdown menu against the staff members name and select the appropriate role for the staff member;

Note: Changes are saved automatically

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