Reassigning open cases and tasks
You can reassign a user's open cases and tasks to another user. All of the user's open cases and tasks are reassigned.
Before you begin
About this task
Reassign open cases and tasks from the Provider account. When you reassign, all of the user's cases and tasks across all Standard accounts are reassigned.
- Go to the to the Provider account.
- From the main menu, click Applications settings > Case Management > Permissions and access > Users.
Select the user for whom you want to reassign and click Reassign
Note: The Reassign Incidents/Tasks button is shown only if the selected user has open cases currently assigned to them. The cases and tasks are not shown.
From the Reassign open incidents to field, search for and select the
user to whom you want to reassign the cases. From the Reassign open tasks to
field, search for and select the user to whom you want to reassign the open tasks.
Important: Only users who are members of the accounts that contain the cases and tasks to be reassigned are shown. It is not possible to reassign incidents and tasks to users who are not members of the accounts, so non-members are not applicable and therefore are not shown.
- Click Reassign.