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 change 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

This ensures continuity while preserving the full case record.

How to change a case manager

1. Open the 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.

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.