When a staff member leaves and a new one takes over their responsibilities, you can easily update the existing account to ensure a seamless transition. This method allows the new staff member to immediately take over the management of the athletes assigned to the previous expert.
Here are the steps to replace a Recruiting Expert:
From your main dashboard, navigate to the Recruiting Expert section.
Locate the staff member you wish to replace in the list and click on their name to open their profile details.
Update the following information for the new staff member:
Email Address: Change the email to the new staff member's email address. This will serve as their new login username.
Password: Set a new password for the account. You can provide this to the new staff member, who can change it later.
Profile Image: If a photo of the previous staff member exists, you can clear the profile image.
Click Save to confirm your changes.
The new staff member can now sign in to College Pipe using the updated email address and password.
Important Note:
By updating the account instead of creating a new one, the new Recruiting Expert will retain full access to all the athletes, conversation histories, and data that were managed by the previous staff member. This ensures perfect continuity in your recruiting workflow.