Reassign a Dossier

To reassign the responsibility of managing the Dossier to another Team Member, you:

  • Open the Dossier you want to reassign to another Team Member.
  • On the right side of the page you can find the Collaborators widget. Open the menu by clicking on the button with three dots (three dots menu) and then select Reassign Team Member.
    Select Add a Collaborator.
  • On the Reassign Team Member page that opens, you can select the new responsible Team Member and click Save.
    Find the Team Member you want to make responsible.