Manage Role-holder Relationships

Owned by Matt Kepple
Mar 29, 2022
2 min read

You can view, create, edit and delete your organisations Role-holder Relationships.

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive in the Contacts App on the Overview tab

  4. Press the More Options button

  5. In the dropdown menu, select Role-holder Relationships

  6. You arrive on the Role holder Relationships page

Things you can do on the Role-holder Relationships page

Steps

To edit or delete a Role-holder Relationship, press the three dot menu in the Actions column and then press Edit or Delete as appropriate.