# Settings: Assigning all new clients to a single teammate The Assignments page controls how newly imported clients and tax returns are distributed within your firm. By default, assignments follow whoever imported the documents, but administrators can designate one team member to receive all new clients. ## Finding the Assignments page 1. Log in and go to the **Tax Ops** page. 2. Click the **Settings** icon in the lower-left corner. 3. Select your workspace. 4. Choose **Assignments**. ## Managing assignments By default, returns are automatically assigned to the team member who imports the documents. If your firm prefers centralized intake, use the dropdown menu to assign all imported clients and returns to a single team member. This selection applies automatically and remains adjustable at any time. *** Legacy URL: --- # 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/settings-assigning-all-new-clients-to-a-single-teammate.md?ask= ``` 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.