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How to reassign a reminder to another user in ContractSafe

Move a departing teammate's contract reminders to someone else, all at once or one contract at a time.

To reassign a user's contract reminders in ContractSafe, delete the user from Settings > Users and choose who receives their reminders, or update the recipient on each contract's date reminder. When someone leaves your organization or changes roles, this keeps their reminders going to the right person, whether you're removing a user entirely, updating reminders on specific contracts, or doing a full audit across your account.

Reassign all reminders when you delete a user

The fastest way to reassign all of a user's reminders at once is to do it when you remove them from your account. When you delete a user, ContractSafe automatically prompts you to transfer their reminders to another user before the deletion is confirmed.

  1. Go to Settings > Users.
  2. Find the user you want to remove.
  3. Click the recycle bin symbol next to the user's email address.
  4. Select the user you want to receive the reminders.
  5. Select the Remove button.

Remove user window with a dropdown to choose who receives the deleted user's reminders

Update reminders on individual contracts

If you want to update reminder recipients on specific contracts without deleting the user from the account, you can do it from each contract's page.

  1. Open the contract you want to update.
  2. Go to the Dates & Reminders section on the contract page.
  3. Locate the date field with the reminder you want to reassign.
  4. Click the bell icon next to that date.
  5. In the Edit Date box, remove the current recipient's email address and add the new one.
  6. Click Update to save.

Editing a date reminder on the contract page to replace the recipient email address

For more on how reminders work, see setting date reminders.

Find every contract with reminders for a user

You can also search for a user's email address on the Contract List page, and the results will show all contracts that have an alert scheduled for that user. To review a user's upcoming alerts in another way, see how to see the upcoming alerts scheduled for a user.

Contract List search results for a user's email address showing contracts with alerts for that user

Ask ContractSafe Support to reassign reminders

If you already deleted the user from your account, or want to reassign a user's reminders without deleting them, we can handle that for you. Just contact us at support@ContractSafe.com with the details and we'll be happy to make the change.

See also: How Do I Manage User Permissions? and how to download a report of all reminders sent by your organization.