There are scenarios where a resource is replaced by other resource in an organization due to various reasons. As a result, the works also needs to be reassigned to the new user. Hence a facility  to reassign the objects from one user to another user in bulk is provided.

To reassign users

1. In the global menu click Reassign Users.

Reassign Users window is displayed.

Figure: Reassign window

2. Select an Object Type from a drop-down list. Options available are Document/Correspondence and  Tasks.
3. Select the User to be Removed: Click the browse button to select the current user. Once the current user is selected, List of objects are displayed.
4. Select the User to be Added: Click the browse button to select a new user from search user window.
5. Select a  Project ID. This is not mandatory.

Show items in the workspace  only: On selecting the checkbox next to this option, only those objects where the ‘Currently assigned user’ is in the active stage are listed. When unchecked, all objects where the ‘Currently assigned user’ is assigned to any stage of the current workflow are listed.

Select the checkbox next to the items for which resources are to be reassigned.

1. Click Reassign.

Successfully reassigned message is displayed.

Notification mails are send to the users who are reassigned. In the mail that is send on reassigning a resource to a workflow stage, external and internal links to open the access the document is available.

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