How To Assign an Request to a Different User

Written by Hanna Smith

Last published at: June 25th, 2021
  1. Make sure the request and the applicant that you want to assign the request to are both assigned to the same organization. 
    1. If needed, refer to this article for information on moving an applicant to a different organization.
  2. Click Search in upper navigation bar, then click Organizations. Search for the organization where the request and new applicant are located.
  3. Click the Organization Name.
  4. Click the Request History tab, then click the Project Name of the request that you want to reassign.
  5. At the very bottom of the next page, click Advanced Options.
  6. Next to "Reassign to:" there is a drop-down list. Select a new applicant to assign the request to and click Reassign.
    • If the user is not in the drop down list then they are not an active user with this organization.
  7. If needed, move the applicant back to the original organization. The application will automatically follow.

Please note, follow ups will not automatically be reassigned to the new applicant.