How to Edit Signatory Credentials and Titles

How to Edit Signatory Credentials and Titles

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I change my Advisor's credentials?
  • How can I change my Advisor's title?

ANSWER

  1. In Gorilla, click on Tools>Team Management.
  2. Click on Edit>System Owner and then select the Advisor's name. 

  3. On the right side of the screen, select the tab that says "Letter Merge Fields."
  4. Type in the credentials and/or title you want those fields to have. 

  5. Click the Update button at the bottom of the screen to save the changes. 


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