Designate Users as Stewards

Stewards are users who have the ability to track and manage profiles by assigning themselves as a relationship manager. Stewards can be assigned to any individual, household, or organizational profile. Select Donors from the Home page. Click Stewards. Click Add Steward. Click Delete next to the Name of a steward to remove them from the stewards list...

Assign Stewards

Once you've designated users as stewards, you can assign donors to a steward, or assign stewards to a donor.  Assign a Steward to a Donor Select Donors from the Home page. Search for a Donor or select from a List of all donors. If you use List to select a donor, you'll need to access the donor record from the native profile of the donor. Click Edit ...