You can edit details or remove a team member from a Fundraising Campaign on the 'Team' tab on the left toolbar of the Fundraising Dashboard.
To edit a team member's details, click the pencil icon. To remove a team member, click the trash can icon.
🎓 Recap:
This article provides instructions on how to remove a team member from a fundraising campaign in On The Stage. The process involves accessing the Fundraising Dashboard, navigating to the Team Members section, selecting the individual to remove, and confirming the removal. This ensures proper access control and campaign management.
🚀 Best Practices:
Regularly Review Team Access: Keep team roles updated to maintain security and efficiency.
Confirm Removal with the Team: Communicate changes to avoid confusion or disruptions.
Reassign Responsibilities: Ensure tasks handled by the removed member are covered by someone else.
Maintain Accurate Records: Keep a log of team member updates for future reference.
Use Permission Settings Wisely: Grant access only to those actively involved in the campaign.