Add or Remove a Team Member

1. Go to Funds > File Maintenance > Fund Association Teams.

2. Click the Team Members tab.

3. To add a team member:

• Click the New icon in the upper left.
• Click the down-arrow in the Profile ID column.
• Locate the team member in the Profile Lookup and double-click on the contact row.
• Click the Save icon in the upper left.

4. To remove a team member:

• Click on the row of a team member to highlight the row.
• Click the Delete icon in the upper left.
• In the prompt, click Yes to remove the contact from the team.
• Click the Save icon in the upper left.