Use Roles to Change Team Member Access

If a team member changes role, you can easily update their fund access by changing role, called Rep Type. Rep Types are set in the Fund Association tab.

To change roles of a team member

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

2. Click the Team Members tab.

3. In the Rep Type column for the member whose role you want to change, click on the cell.

4. Click on the down-arrow, then choose a new Rep Type from the options.

5. Click the Save icon in the upper left.