Reassigning Companies and People

The assignee is the team member responsible for an entity in your portfolio. Assignees drive the Assigned to me view, and they decide who receives monitoring alert emails when a team has chosen Send emails only to assignees — see Email Settings.

An entity can have more than one assignee. Assigning is additive: adding a person does not remove whoever is already assigned.

Reassigning a Single Entity

The assignee picker appears wherever an entity does — in the entity header, in the monitoring card, and directly in the Assignees column of the portfolio table. Click it, then add or remove team members from the dropdown. Changes save immediately and Strise confirms with an Assignees changed message.

Reassigning in Bulk

Use this when a colleague leaves or changes portfolio, and their entities need to move to someone else.

1. Open the Portfolio view and select the Companies or Private persons tab.
2. Filter by Assignees and pick the person whose entities you are moving.
3. Tick the checkbox in the table header to select every row, or tick individual rows.
4. A bar appears showing how many entities are selected, with Assign, Tags, and status actions.
5. Open Assign, then add the new assignee and remove the previous one.

The Assign dropdown starts from the assignees that all selected entities have in common. Adding a person assigns them to every selected entity; removing a person unassigns them from every selected entity. Entities that had other assignees keep them.

There is no single "transfer everything from user A to user B" action — filter by assignee and reassign in bulk is the intended way to do it.

Filtering by Assignee

The Assigned to me toggle in the portfolio header narrows the list to entities you are assigned to. For anyone else's list, use the Assignees filter and pick one or more team members.