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Can I Bulk Reassign a User's Work?

Updated

Yes, as an Administrator, you have the ability to reassign a user's workload in bulk. This allows you to save time while ensuring that all responsibilities are seamlessly transitioned when team members change roles.

Bulk Reassigning Work

 

Permissions Required: The General Admin: Reassign User's work permission is required to bulk reassign a User's work.

To bulk reassign a User's work:

  1. Click Admin in the top navigation
  2. Click Users
  3. Select the User whose work you want to reassign
  4. Click Reassign Work
    Screen_Shot_of_a_user_profile_with_the_reassign_work_button_indicated.png

     

    Tip: Reassigning a disabled user's work is a great way to ensure that no work is left in an incomplete state.

  5. Select the action you would like to perform with the User's Project and Review Assignments
    Screen_shot_of_the_reassign_work_screen.png
  6. Click Update
     

    Note: All of the selected User's Reviews will be Cancelled/ Reassigned.

If the user is Active or Pending, you can choose to Do Nothing with their work. This means their work will not be reassigned.

If the user is Disabled, you must select a new Assignee for Project assignments. For Reviews, you can choose a new assignee or cancel their assignments.

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