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Reassigning Assessment Roles/Tasks in Bulk

 
Overview

When employees leave the company or transfer to another department, you can bulk-reassign their current assessment roles and tasks to one or more other system users.

⚠ Note: This feature is available to users with admin role privileges only.
Reassigning Roles and Tasks in Bulk
1
From the left side of the page, hover the mouse over the Assessment Manager icon, and then navigate to Admin (1) > Role Reassignment (2).
Left navigation showing the path to Admin and Role Reassignment
2
On the Role Reassignment tab, select Inactive Users (default) or Active Users (3) depending on the status of the user whose roles you want to reassign.
Role Reassignment tab showing the Inactive Users and Active Users filter toggle
3
From the user list, find the employee whose roles or tasks you want to reassign, and then click Edit (4).
User list showing the Edit button to the right of a user record

The role reassignment popup opens.

Role reassignment popup showing the Roles column and Number of Assessments column
📋 Note: The Roles column (5) shows the roles the user is assigned to, and the Number of Assessments column (6) shows how many assessments are associated with each role.
4
Check the checkbox to the left of each assessment role you want to reassign in bulk.
5
Click Reassign, and then select the active user you want the roles reassigned to.
Role reassignment popup with roles selected and the Reassign button active with a user search dropdown
6
Click Reassign to apply the changes.
Reassign confirmation dialog with the Reassign button
TrustArc  ·  Reassigning Assessment Roles and Tasks in Bulk  ·  support.trustarc.com