# Portfolio Managers Created ✓

## Summary
Created 5 portfolio managers across all branches to enable client assignment.

## Created Users

### Loan Officers (by Branch)
1. **loan_officer_ksm** - Kisumu Branch
   - Name: Loan Officer Kisumu Branch
   - Email: loan_officer_ksm@example.com
   - Password: password123

2. **loan_officer_main** - Main Branch
   - Name: Loan Officer Main Branch
   - Email: loan_officer_main@example.com
   - Password: password123

3. **loan_officer_mba** - Mombasa Branch
   - Name: Loan Officer Mombasa Branch
   - Email: loan_officer_mba@example.com
   - Password: password123

4. **loan_officer_west** - Westlands Branch
   - Name: Loan Officer Westlands Branch
   - Email: loan_officer_west@example.com
   - Password: password123

### Team Leader
5. **team_leader** - Main Branch
   - Name: Team Leader
   - Email: team_leader@example.com
   - Password: password123

## Fix Applied
Also updated `users/portfolio_views.py` to ensure the reassign client view properly filters for active portfolio managers by adding:
- `is_active=True` filter
- Ordering by branch and name for better UX

## How to Use
1. Go to any client's detail page
2. Click "Reassign Client" button
3. You should now see the list of available portfolio managers
4. Select one and provide a reason
5. Submit to complete the assignment

## Testing
Refresh the client assignment page - you should now see all 5 portfolio managers available for assignment!