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How does ownership and assignment work?

Ownership and assignment depend on user role.

When to use this article

  • How do I assign a query to myself?
  • Can I transfer ownership?
  • Why can’t I assign this to another user?

Prerequisites

  • User must be an authenticated VERSA user
  • User must have access to the query
  • User must belong to a lender team or conveyancing firm

Key points

  • Conveyancers can transfer within their firm only
  • Lenders can assign queries to themselves from team pool
Visibility stays within firm/team