Changing Who a Matter is Assigned to

Created by Allison Cloyd, Modified on Wed, 18 Jan 2023 at 07:31 PM by Kylie Mitchell

This article will show you how to change the assigned user in the case that the user is no longer working in your office but still has matters assigned to them.

To do this:

  1. Go to the matter you know that the user is assigned to
  2. Select the "i" icon next to the matter title
    Info icon on a matter
  3. Once selected, select "Edit"
    Edit button on the matter properties modal
  4. After you select "Edit", a new window will appear. Select the "Assigned to" drop-down and choose a new user to own the matter.
    Matter properties screen with the 'assigned to' field and the save button circled

You can do this to all matters deemed necessary.

If you need to do this in bulk, check out Reassigning System Users.

 



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