Reassigning a client

Overview: Learn how to change the person assigned to an individual client. We’ll cover two quick methods.

Default assignment

• By default, the person who creates an individual client on Page is the assigned owner.

Method 1: Reassign from the header

• In the header on the left side, you’ll see initials next to the client’s name.
• Click those initials.
• A dropdown appears. Choose a new person to assign the client to.

Method 2: Reassign from the client menu

• Open the client menu and view all clients.
• In the “Assign To” column, update the person the client is assigned to.