> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/clients/assigning-clients.md).

# Assigning clients

Assignment links workspace members to a client so the right preparer or reviewer owns the work. Each client can have multiple assignees, and assignments are visible directly in the client list.

## How assignment works

Assignment operates at the client level, not at the individual form or task level. Any member of your workspace can be assigned to any client. Key behaviors:

* **Multiple assignees**: a client can have any number of assignees at once. There is no limit.
* **Auto-assignment on creation**: the person who creates a client is automatically added as the first assignee.
* **Visibility in the list**: the Assigned column shows stacked avatars, up to three. If more people are assigned, it shows a "+N" count for the remainder.

## Assigning a team member to a client

The Assignees popover can be opened from the avatar stack or assign icon in the client hub header. It shows a searchable list of all workspace members with their name, email, and role. A checkmark indicates current assignees.

**Walkthrough: assign a team member**

1. Open the client and click **Assign** (the avatar stack or assign icon) in the client hub header. The Assignees popover opens with a **Search people...** box and a list of every workspace member showing their name and role.

![The Assignees popover with the search box and member list](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-assign-member/image1.webp)

2. Click an unassigned member. A checkmark appears next to their name and their avatar is added to the stack in the header.

![A member assigned, with the checkmark and header avatar updated](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-assign-member/image2.webp)

## Removing an assignee

Clicking a checked team member in the Assignees popover unassigns them from the client immediately.

**Walkthrough: remove an assignee**

1. Open the Assignees popover for a client that has one or more assignees. Current assignees show a checkmark.

![The Assignees popover with multiple assignees checked](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-remove-assignee/image1.webp)

2. Click a checked member to unassign them. The checkmark disappears and their avatar is removed from the header stack immediately.

![The assignee removed, with the checkmark and avatar gone](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-remove-assignee/image2.webp)

## Reassigning a client

Assignees can be added or removed at any time without affecting the client's data or status. To transfer ownership, open the Assignees popover, uncheck the current assignee, and check the new one. Because multiple assignees are supported, you can also add the new person before removing the previous one.

**Walkthrough: reassign a client**

1. Open the Assignees popover. The current assignee is checked.

![The Assignees popover showing the current assignee](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-reassign/image1.webp)

2. Uncheck the current assignee, then click a different workspace member to check them. The header avatar stack updates to reflect the new assignee.

![Reassigned to a different member, with the header avatar updated](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/assigning-clients-reassign/image2.webp)

## Bulk actions from the client list

Selecting clients in the list reveals a bulk action bar. Note that **assignment is not a bulk action** - you assign clients one at a time from each client's Assignees popover (see [Assigning a team member to a client](#assigning-a-team-member-to-a-client)). The bulk bar is for running AI tasks across several clients and for archiving or deleting them.

**Walkthrough: use the client-list bulk actions**

1. In the client list, tick the row checkboxes for the clients you want to act on (or use the header checkbox to select all). A bulk action bar appears showing the selection count and the actions **Create bulk task**, **Archive**, and **Delete**.
2. Open **Create bulk task** to run an AI task across every selected client at once: **Run bulk tax prep**, **Run bulk tax review**, or **Run bulk tax planning**. **Archive** and **Delete** apply to all selected clients together.

![The client list with two clients selected and the Create bulk task menu open](https://storage.googleapis.com/filed-prod-public-assets/walkthroughs/client-list-bulk-actions/image1.webp)

## Filtering the client list by assignee

The **Assignee** filter in the client list toolbar narrows the list to clients assigned to a specific workspace member - useful for reviewing a preparer's workload or finding clients with no assignee.

It combines with the Status filter: for example, showing all "Failed" clients assigned to a particular team member.

## Roles and permissions

Workspace members are assigned one of four roles: Admin, L1, L2, or L3.

## Frequently asked questions

**Can a client have multiple assignees?** Yes. There is no limit on the number of team members assigned to a single client.

**What happens to assignments when a client is archived?** Archiving a client preserves all existing data, including assignments. If you unarchive the client, the same assignees remain associated with it.

**Can I see all clients assigned to a specific person?** Yes. Use the Assignee filter in the client list toolbar to filter by any workspace member.

**Is there a way to set a default assignee for newly created clients?** No. There is no default-assignee setting (Settings has only the Firm, Appearance, Members, SSO, and Binder tabs). The member who creates or imports a client is automatically assigned to it, and you can change assignees afterward from the client.

**What happens if an assigned user is removed from the workspace?**


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