How to Add/Delete a Relationship Manager

To add a Relationship Manager to a location please follow the below steps.

• Search and open the locations profile. 

• Within the locations profile select the the Relationship Managers Tab

• Select the button "Add New Relationship Manager". This will load a Manager drop down list underneath.

• Expand the Managers list by selecting the downwards arrow.

• Find and select the Managers Name. Once you have selected the Managers name a button will appear below labelled Save Manager. If the user you wish to add as a relationship manager is not listed please edit the users profile "Location Manager" from others to Manager.

• Select the Save Manager button to add your chosen manager to the location. To ensure this is saved correctly their name will appear within the relationship managers list.

To Remove a relationship manager from a location select the Delete icon found in the far right hand column.