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Changing a resident's Responsible Person

Changing the RP contact for a resident.

Written by Rudi Jones

Step 1:

Click on the resident's ‘Contacts’.

Step 2:

Click "Add contact" if the new Responsible Person is not a contact.

Step 3:

Click on “Make Responsible Person”.

Step 4:

Note: Incomplete Tasks that were shared with the previous Responsible Person will be unshared. Any documents waiting for a signature from the previous Responsible Person will be cancelled. You will need to re-share the Tasks with the new Responsible Person.

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