Reassign a Manager or Coordinator

This functionality allows users with the correct security permissions to reassign managers and coordinators assigned to clients from the search screen.

The manager/coordinator who is being assigned to the client must already be in the system and assigned the position of manager/coordinator.

  1. Click Reassign Manager/Coordinator.

    Click Reassign Manager/Coordinator.

  2. Chose the method of reassigning.

    Chose the method of reassigning.

  3. Select what will be Reassigned: Select the zip code from the Select Zip dropdown, the current manager from the Select Current Manager dropdown, and the new manager from the Change Manager To dropdown.

  4. Click Save.

    Select what will be Reassigned: Select the zip code from the Select Zip dropdown, the current manager from the Select Current Manager dropdown, and the new manager from the Change Manager To dropdown. Click Save.