How to Manage Members in Suggest and ClientNotes
Marcus Rosario
Last Update 3 个月前
Navigate to your ClientNotes Profile or Suggest Profile
Select the Organization
Navigate to the Members section
Find the Member you want to edit/manage and click Edit Details
Select the role you want them to have.
Here is a key to what the roles mean.
When you select the Members role, click save
To remove the Member from the organization, click Remove
