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How to Re-Assign Multiple Requests

You can now transfer and re-assign multiple requests to another user all at once! Follow these steps below: 

1. On the dashboard, scroll down to the Request table and filter which requests you would like to re-assign to another user. 


2. Once you have filtered the desired requests, select the check boxes for the requests you would like to re-assign.


3. Once the requests have been selected, click the purple "Reassign Staff" button located in the upper right side of the table. 


4. Lastly, select the staff that you would like to re-assign the requests to from the drop-down list, then click "Save" to proceed. 


Great job! You now know how to re-assign multiple requests to another staff user. 


If you have any questions, please send us an email to [email protected] 


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