Summary

Beginner
~1 minute read

Update an existing/current role with an end date, to indicate the officer's term is completed.

Resources

Meyer Boskey's Relationship to Alpha

Screencast

Group Roles: Ending a Current Role

Ending a Current Role

  1. To end an active Role term, start by clicking a Contact's name from the View Roles page, or search for a Contact via global search.

  2. Under Quick Links, hover Group Relationships and click View Details for the Group you're working with. This opens a new tab for the Group Relationship.

  3. Scroll down to Relationship Roles. Click the 🔽 on the Role you're working with, and select Edit. Add (or update) the End Date, then click Save.

Friendly FYI

All Group Roles are attached to an existing Group Relationship. This allows multiple Roles to be held with multiple Groups, simultaneously or over the years.

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