How to Re-assign Staff

Introduction

If you need to reassign a job to a different staff member after it has been created, follow the steps below to smoothly update the assignment.

Step 1: Go to the Fund Dashboard for the fund where you want to reassign staff.

Step 2: Scroll down to the Relationship section and click on the Assign/Remove Staff button.

Step 3: Click on the Delete icon next to the current staff member to remove them from the job.

Step 4: Once the dropdown is enabled, choose the new staff member from the dropdown list .

Note: The staff dropdown will not be enabled until you delete the existing staff member.

Step 4: Now click on Assign.

Step 5: This will enable the Save button, click on Save to proceed further.

Note: The Save button will not be enabled until you click on the Assign button.

Step 6: Click on Yes from the appearing confirmation pop-up.

Step 7: The staff member will now be successfully reassigned to the job.

Related Articles
Staff
Introduction The first step after you get your Auditomation account ready is to add your staff and assign them their roles and give permissions. There’ll be only one staff member initially which is Company Admin and the others can be then added using ...
Staff Performance
Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...
My Audit Job
Introduction Audit Jobs that have been processed and assigned to you will be listed here. Once the job has been processed and assigned and moved to My Audit Jobs from Audit Job Queue, your license for the job will be consumed. Following are the ...
Staff Role Definitions and Access
Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...
Re-creating Supermate Client.
Introduction With the API integration between Cloudoffis and SuperMate, manual client data entry is no longer valid for creating audit jobs. An API Authority Token is required to import audit data, which is obtained by integrating your SuperMate ...