- Log in to your WordPress Dashboard.
- On the left-hand side menu, go to People.
- Select Edit under the name of the specific person you would like to update.
- Make sure the Financial Adviser checkbox is ticked. Then, under Adviser Profile PDF remove the existing file by selecting the “x” icon and replace it with the new file.
- Click Update at the top of the page.
- Note: If you would like to change a person from an adviser to a non-adviser, simplify untick the Financial Adviser checkbox and then click Update at the top of the page.