To reassign matters, unfinished tasks, and participant roles from one user to another, you can use what we refer to as our "Reassign Login" tool.
A common example of when this might be used is an event in which the firm has to replace an outgoing member of their administrative staff. You would want to preserve any historic info (a file note left by your old office manager should still show as having been left by them) but you want all incomplete tasks to be assigned to that individual's replacement.
How to Reassign a Login
- Navigate to Admin > Users and Permissions > Reassign User
- Next, you will be prompted to enter the name of the contact to whom the data is currently assigned.
- Then you will want to select the name of the contact to whom the data is being assigned.
- Finally, just select the boxes corresponding with the data you would like to reassign and select "Save".