Chamasoft allows you to assign roles to members of your Investment Group.

These roles include; chairperson, treasurer, secretary, organizing secretary.

On the List Members panel, select Edit to highlight a member’s details. Scroll down to the membership details.

Assigning Member Roles
fig 1: member’s details

Click on member role and select the role.

Assigning Member Roles
fig 2: member roles

Click on SAVE CHANGES to apply changes.

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