# Settings menu overview — Assignments tab

The **Assignments** page in Filed enables you to manage how newly imported clients and tax returns are distributed among team members. By default, assignments are based on who imported the documents, but you can designate a single team member to receive all new clients.

## Accessing the Assignments Page

1. Log in to Filed and navigate to the **Tax Ops** page.
2. Click the **Settings** icon in the lower-left corner.
3. Select your workspace from the available options.
4. Click **Assignments**.

![Workspaces 1.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1768217506677-Workspaces1.png?Expires=253370764800\&Signature=nllhbaf4OPYHeMYsFP-jrEEI30pLmdjKzPBbxQv2ynxrokCNLu96wAjqVQipdT9RciS6yZLYrRGNCjEkMQiyyps29OeyM8fFF3n6IsColF1H~rLE1l02DLfUIWMPDbLhnCNkeZyq8ZVAjmRLsVLCYgniNexQY-sjdYxImoQNGUxElMDMoLtocrN9sj7UVFEcee-VtA7AQQQ0iLlysY3F3H6REdU64z3xw7N6LOn~XTh0D3Fv6lx-IoEY5wQKsPvONmggVDzqlFVrAMAxllPDqUfxzr1IL1uk6jYUAC9-xp5rlZBn7R6ulwbxqStqPonBLzcsuVhoCSmq5yHuFDsXrA__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Managing Assignments

The default setting applies assignments to whichever team member imports documents, ensuring immediate ownership and accountability. To override this:

1. Open the **Assignments** page in Settings.
2. Use the dropdown menu to select a single team member.
3. That person will automatically receive all imported clients and tax returns.
4. Your selection updates immediately and can be changed at any time.

![Assignments 1.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1768217540960-Assignments1.png?Expires=253370764800\&Signature=NVIbtnoAGyKY4pJHsmxt8Usz47pby9z4V8MnF2snzZIMVNQUKfr1GWMc5p4Bimdupui0YRCDG8wSR3BDfHFpergBjUyyxXd-bOhTBTl-bOhTBTl-wSh9PaQ38xXijTC3Fe8VSn2uAgEyA4xkY59aCpiFwq75Fe4bQsdoEE6QDgfZof9j6LxIMQ-dr6d0xriXWBoFlRQ45dzci9-XznE9HHAHkvuomgqXAKLu9sGagjEzA5z-FoNdGeXOa8KLQscplleBpE7~C7vIWLZi4taB4gEsBZgx52-sKWV67jzOfQrdSfFMpizRI6xqzT4wSHdR3vVvmlS8BBe3rVnPN~cgGOdPW28yBg__\&Key-Pair-Id=K3NV4LZ47N8M46)

![Assignments 2.png](https://assets.usepylon.com/7b79f042-f851-4ed8-9ff4-05f028f7aad4%2F1768217570431-Assignments2.png?Expires=253370764800\&Signature=hcTg~7U6HUYPYVp1iY3f8NalTPnaE5aFZmY5Qh3x2pEZWx3fcp0s1MQ6ca~M5pLK~RtRuwn9wqmzLxhsdSSB~0Osmu-juwIuRR6SO~n99QaPfNSRUHj8m3UX7FNJwzOFp0JRUNBz93G6B72WBSU1ll9GpP2FtGavcRw8E7gRxVcR8GjmM4HWvQ8ccQac79dx6iOcPGUMy9T4ITRwlviuA4NyxWkWJ2oeoOqVIJ2hnbkQ1QOMcBlg~aiXmpy~GmDKjIBxIzPdLCjfSMjHVoJlfuHMi7kJ3kQ0nlKO-vpgBZUs3Q3Y2FVz-pz6ioCP8duXSW18GB0ISP1l-KMFg9RTgA__\&Key-Pair-Id=K3NV4LZ47N8M46)

## Bulk and Individual Reassignments

For reassigning multiple clients at once, see the [bulk assigning guide](https://support.filed.com/articles/8935737998-overview-assigning-imported-returns-in-bulk).

For reassigning a single previously assigned return, see the [individual reassignment guide](https://support.filed.com/articles/5625894533-overview-reassigning-a-return).

***

Legacy URL: <https://support.filed.com/articles/2451271896-settings-menu-overview-of-assignments-tab>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.filed.com/filed-help-center/workspace-administration/settings-menu-overview-assignments-tab.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.