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Team administration

Reassigning bulk records from one user to another

Updated over a week ago

If you are the supervisor of a team you can bulk reassign all records from one user to another (Irreversible)

To reassign bulk records:

  1. Select the from user that you would like for records to be transferred from

  2. Select the To user that you would like the records to be transferred to

  3. Select if you would like this action to be completed for all clients of the from user or specific clients

  4. Confirm that this action is irreversible

  5. Confirm reassignment

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