An admin user can reassign matters, unfinished tasks, and participant roles from one user to another. For example, you may need to replace an outgoing member of your administrative staff such as your office manager. Typically, you want to preserve historic information (e.g., the former manager's name still associated with file notes) but you want to reassign all incomplete tasks to the new office manager.
TIP: With the Reassign User workflow, you can choose what type of items you will reassign, but you don't have control over the specific items you can reassign. It is all or nothing. Because of this, this workflow should primarily be used to assign the work items for a user who has left the firm to another user. It should not be used for temporarily reassigning tasks when a user goes on leave. For example, let's say Sophie is taking short-term leave. In her absence, you could assign her items to Kathy. However, when Sophie returns to the office, there is no way to separate out her original tasks from Kathy's to then reassign back to Sophie.
To reassign users:
- In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears.
- Click Reassign User. The Reassign User page appears.
- Click the Reassign from drop-down list and choose the contact the data is currently assigned to.
- Click the Reassign to drop-down list and choose the new contact you want to assign the data to.
Additional options appear. - Select the Assigned matters, Assigned tasks, and Matter parties you would like to reassign.
- If the user you are assigning from is the Primary owner of restricted matters, select the type of restricted matters you want to reassign to the new user (e.g., Active, Inactive, Closed).
- Click Reassign to save and make the adjustments.
NOTES ABOUT REASSIGNING RESTRICTED MATTERS:
• When completing the reassignment, configure a system mailbox so both the Reassign from and Reassign to users receive email notifications.
• When reassigning restricted matters, a primary owner of a restricted matter is the person who first restricted the matter and has control over who else can access the matter.
• If the user does not have any matters where they are the primary owner, the section will not be available.
• This option to re-assign restricted matters will only be available to an admin user who has permission to act on behalf of the organization (i.e. can issue, edit, and remove log-ins to the Actionstep system).
• When a restricted matter is reassigned, the user in both the Reassign from and Reassign to fields will receive an email notification of the change. The action is also logged in your system's audit log.
For complete instructions, see the section "Reassigning a Restricted Matter to Another User" in Restricting Access to a Matter.
• When completing the reassignment, configure a system mailbox so both the Reassign from and Reassign to users receive email notifications.
• When reassigning restricted matters, a primary owner of a restricted matter is the person who first restricted the matter and has control over who else can access the matter.
• If the user does not have any matters where they are the primary owner, the section will not be available.
• This option to re-assign restricted matters will only be available to an admin user who has permission to act on behalf of the organization (i.e. can issue, edit, and remove log-ins to the Actionstep system).
• When a restricted matter is reassigned, the user in both the Reassign from and Reassign to fields will receive an email notification of the change. The action is also logged in your system's audit log.
For complete instructions, see the section "Reassigning a Restricted Matter to Another User" in Restricting Access to a Matter.
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article