Reassigning the Company Lead on a Supervisory Activity

The Company Lead on a Supervisory Activity can be reassigned at any time until the Examination or Investigation is Closed.

About this task

Note: The SES supervisory activity contact, account administrator, or existing company lead can reassign the company lead.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Participants.

    Participants command on the Supervisory Activity menu
  3. Click Reassign Company Lead.
    The Reassign Company Lead button
  4. Choose whether the company lead, or you (if you are the current company lead), should remain an active participant on the SA.
    Current Company Lead dialog
    1. If Yes, select the New Role.
      Dialog: Current Company Lead
    2. Otherwise, select No.
  5. Select if you would like to assign an existing participant or a new company user as the company lead.
    New Company Lead dialog
    Note: The role of company lead can only be held by those users who hold the leader role in the system. Refer to the SES Company User Roles Matrix article for more information.
    1. If you chose An existing participant, select the desired user from the Existing Participant list.
      Select the new Company Lead from the Existing Participant list
    2. If you chose A new company user, select the desired user from the Company User list.
      Select the new company lead from the Company User list
  6. Click Reassign Company Lead in the bottom right.
    Reassign Company Lead button