How to Reassign Case Managers

Sometimes responsibilities change. A team member may leave, shift roles, or no longer manage a specific client. In these cases, you can reassign a case file to another assigned manager.

Reassignments are done one case at a time and are separate from user removal, which allows bulk reassignment.

Table of Contents

• Overview
• How to reassign a case manager
• Important notes

Overview

• Case files can be reassigned individually.
• Only Account Owners and Admins can transfer assigned managers. Other users do not have permission to reassign case ownership.
• Client data, notes, and history remain intact.
• The change takes effect immediately.
• Clients can have only one case manager assigned at a time.

This ensures continuity while preserving the full case record.

How to reassign a case manager

There are two ways to transfer clients over to a new case manager. You can do it from either the dashboard or within a client's individual case note.

1. To reassign case managers within a case note, open the desired client’s record
2. Locate the General Information section
3. Click the pencil (Edit) icon
4. Find the Assigned Manager field
5. Select the new case manager from the dropdown menu
6. Click Save

The case file is immediately reassigned to the selected team member.

To transfer clients from the dashboard, see the images below.

1. Select the case file you want to reassign by clicking on the check-mark besides their name. Then click Transfer.
2. In the window that opens, click on the drop-down menu to select the new case manager.
3. Confirm this reassignment by clicking Transfer.

Important notes

• Transfers apply only to the selected client
• The previous manager’s notes and activity remain attributed to them
• No data is deleted or altered during transfer

If you encounter a technical issue that prevents reassignment, the Account Owner or Admin may contact support for assistance.

For any questions, contact support@getnotehouse.com.