To change a collaborator's details, follow these steps:
- Click on "Teams" to view your list of teams.
- Click on the team that the collaborator belongs to.
- Click on the collaborator's name.
- Change the collaborator's details in the display box that appears.
- Click "Save" to save your changes.
You can also change a collaborator's details right before you finalize your agreement. Choose an alternative role or ownership type from the dropdown boxes in the "Overview" tab for any collaborator.
- The information that a collaborator provides about themselves in their profile will always override the information provided by others.
- Changes made to roles and ownership types will apply to agreements that you have not yet finalized.
- Finalized agreements will not reflect any new changes to roles, ownership types, legal names, or addresses.