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How do I re-assign a proposal to a different user?
How do I re-assign a proposal to a different user?

Learn how to assign a proposal to a different team member

Sara Thompson avatar
Written by Sara Thompson
Updated over a week ago

Changing ownership from one user to another is quick and simple. Start by locating the proposal(s) in the Proposals tab > In Progress. Check the box to the left of the desired proposals and click on Actions > Change Owner.

A window will pop-up which will ask you which user to assign the proposal to. Select the desired user and assign the proposal.

Warning: Once you have switched the ownership to a different team member, they will have control and the previous owner could potentially lose all access to the proposal based on their user role.

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