> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account/account-officer/re-assign-account-officer.md).

# Re-assign Account Officer

The Re-assign Account Officer page allows you to transfer all accounts managed by one officer to another. This is useful when an officer is deactivated, changes roles, or when accounts need to be redistributed across your team. This guide will walk you through the full reassignment process.

## Accessing Re-assign Account Officer

1. Log into the application using your credentials
2. From the dashboard, navigate to **Accounts** in the side menu
3. Select **Re-assign Account Officer** from the dropdown list

<figure><img src="/files/NgshU7BH2vBO0Etf50Qc" alt=""><figcaption></figcaption></figure>

## Reassigning An Account Officer

1. Click the **Select Old Account Officer** dropdown and select the officer whose accounts you want to reassign
2. Click **Search,** the **Account Officer Information** section populates with the officer's Name, Branch Name, Staff ID, Gender, Phone Number, Supervisor, Status, and Address
3. Click the **Select New Account Officer** dropdown and select the officer who will take over the accounts
4. Click **Search** to load the new officer's details
5. Enter a **Reason** for the reassignment
6. Click **Reassign**
7. Click **"Yes, I want to proceed"** to confirm the reassignment, or **"No, thanks"** to cancel

<figure><img src="/files/3KZkjpnQvZRKQGsl1NH0" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can also select multiple officers and reassign their accounts all at once.
{% endhint %}