Reassign a Rep

Once a rep is in the database, they may be reassigned to another member instead of deleting and then recreating the rep as this would eliminate any history and group associations.

Reassign a rep

1.	On the Reps tab, click the check box in front of the desired rep’s name in the List of Representatives area.

2.	Click Reassign Selected Reps.

Figure 2-3 Reassign Rep

3.	Click Assign to a different member or Assign to no member [Community Member]. See “Community Member” for more information.

4.	Click Continue.

5.	If Assign to no member [Community Member] was selected, the task is complete. If Assign to a different member was selected, click the desired member in the Member Look-up screen.

6.	Click Continue.

Note: Representative History will keep track of the members that this rep has been assigned. To view the history, locate the rep under Members->Reps tab. Open the Personal Information area and click History which is located after the “Rep is currently active with this member” checkbox.