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How to Change your CGP Role in CDX

There are two CGP roles in CDX, Certifier or Preparer.

If you need to change your role, here is how you would do it. (This specific example is for a Preparer who needs to change their role to a Certifier. Please note, steps 8-13 are only if you need to change your role to a Certifier.). Steps 1 - 7 would apply if you are changing from a Certifier to a Preparer.

 

 

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