Brokerage Engine Support

How to Reassign a Task 


Overview:

In this article, we will provide the instructions for how to reassign a task to another admin. Please find the available resources below.


Permission Level: Admin


Additional Details:

  • This tool is helpful if an admin will be out of the office and they need to reassign anything they are currently working on to another admin.
  • The admin who is reassigned the task will receive an email notification with details and a link to view the task.
  • Example Notification:

Quick Reference:


Link to Full Step-by-Step Guide
























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