NOTE: This can only be done by a firm administrator.

Navigate to the

Icon in the top right corner of your account and select Users.

Click Action Menu.

Select Re-Assign Tasks from the drop-down menu.

A pop-up window will appear.

Under Old Worker, select the worker whose tasks you want to re-assign.

Under New Worker, select the worker to whom you want the tasks re-assigned.

Click Reassign.

All tasks previously assigned to the old worker will now be assigned to the new worker.