Reassign an order

You can reassign an order or a forwarded workflow step to a different team member within your organization if the original assignee is unavailable or the workload needs to be balanced.

Reassign an order

1. Click Orders in the sidebar.

2. Click a specific order from the list, such as an order with status In progress.

3. On the order details page, locate the actor card (e.g., for the assigned installer or team member) and click the Change button.

4. In the actor selection interface, you can either click the Assign to me quick action to assign the order to yourself, or proceed to select another team member. 5. To select another team member, click the Select user dropdown.

6. Select a team member from the list, such as Installer tester.

7. (Optional) Select the Remove previous assignee from chats checkbox to remove the previous assignee from any related chats.

8. Click Update to confirm the change.

The job details page updates to show the new assignee.

Need help? Contact Installer.com support.