How to update clerk details

1. Select the appropriate contact and press edit  

2. In the 'tags' field:

   1. Remove the clerk tag

   2. Replace with the former clerk tag

3. In the 'roles' field, remove the clerk role

4. Save this change

5. Click on 'actions' and select archive
   A new contact needs to be set up for the new clerk

When setting up the new clerk contact ensure that you link it to the associated organisation (name of council)

1. Create a new contact record

2. Add the following details:

   1. Tag: Clerk

   2. District: [Select appropriate district]

   3. Role: Clerk

   4. Phone/Email: Enter updated details

3. Save this new record

4. Ensure that you amend the organisation address/contact phone/email to the new clerk too

Any enquiries raised by the outgoing clerk will be accessible by viewing the council contact. The new clerk will be able to view those too through their portal, excluding confidential enquires.