This article will walk you through how to reassign workflows individually and in bulk from the Ironclad Dashboard. If you want to learn how to reassign and add approvers from within an in progress workflow, refer to Reassign/Add Approvers to In Progress Workflow.
On the Dashboard, admins can select workflows to reassign from one user to another. This is useful in situations such as when your company reorganizes, onboards new employees, or shifts work if an employee is out of office for the holidays.
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Click the Dashboard tab, and then select the workflows you want to reassign. A menu displays at the bottom of the window.
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Click Reassign.
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Choose the From user, the specific roles (e.g., owner, approvers, archiver, etc.) to be reassigned, and the Reassign to user.
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After the reassignment is complete, both the admin who did the reassignment and the recipient will have a new saved view added to their Dashboard. Recipients will also receive an email with a link to the saved view.