Reassigning System Users (Admin)

Modified on Mon, 24 Jun at 5:53 PM

You 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.

To do this:

  1. In Actionstep, go to Admin > Users & Permissions. The Users & Permissions page appears.
  2. Click Reassign User. The Reassign User page appears.
  3. Click the Reassign from drop-down list and choose the contact the data is currently assigned to.
  4. Click the Reassign to drop-down list and choose the new contact you want want to assign the data to. 
  5. Select the corresponding data you would like to reassign.
  6. Click Reassign to save and make the adjustments.

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