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Mitratech Success Center

Swap Assignments

To move responsibilities from one team member to another, click Swap Assignments in the Legal Team sidebar.

Swap Assignments

Swap an Assignment

  1. Select an individual from the "In-House Team Member" drop-down menu.
  2. Select the person who will be taking the assignments in the "Swap With/Move To" drop-down menu.


Change a Member's Role

  1. Select the individual in the "In-House Team Member" drop-down menu.
  2. Select a role from the "Swap With/Move To" drop-down menu (located under "------ Roles ------").

To transfer unapproved invoices, click the checkbox under Transfer, then click Save.

Note: The Transfer checkbox may not appear if the user does not have unapproved invoices assigned to them.

Move Responsibilities

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