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How to Reassign Work From a Disabled User

Objective:

  • I am unable to reassign work from an inactive user
  • I cannot find the disabled user when trying to reassign the work
  • Reassign work from a deactivated user
  • I am unable to find the deactivated user when trying to reassign the work

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

1. Click the Settings on the sidebar.

2. Click on Manage Users.

3. Click on the Deactivated button 

4. Locate the Deactivated user and click the arrow 

5. Click on Reassign Work and choose user you would like to give the work to

 

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