Reassigning a client

Only applicable with individual user logins

This feature only applies if each person on your team has their own 4admin login. If your firm shares a single login, there is only one "user" on the account and nothing to reassign between people.

A "client" on the Clients & Cases page is a single row containing one or more analysed policies. Reassigning a client moves every policy under that client to the new owner in one go.

Who can do this?

• Admins — for any client in the organisation
• The current owner — for their own clients

Users who only have Full data access (but not admin) can see other people's clients but cannot reassign them.

How to reassign

1. Go to Clients & Cases
2. Find the client row you want to move
3. Click the three-dots (⋮) Actions menu on that row
4. Click Reassign owner
5. In the modal titled Re-assign owner: client name, pick the new owner from the dropdown
6. Click Reassign

You'll see a toast confirming how many records were moved, and the list refreshes automatically. If you were the previous owner and you don't have Full data access, the row will disappear from your list because you no longer own it.

Loom walkthrough

Behind the scenes

When you reassign a client, every policy belonging to that client and the previous owner is moved to the new owner's records. The number of policies moved is shown in the success toast — useful sanity check if you expected a different count.