How to assign a Case
When a case is created it is typically automatically assigned to the agent that created it.
Assign a Case using the default Workflow button
In the upper right corner of the case detail page, there is a default workflow button called Re-Assign. Please note that this button is not always available and depends on your administrator's settings:
Assign a Case using a custom Workflow button
Custom workflow buttons are available in the right menu of the case detail page. If your system administrator has created a button or buttons that include re-assignment of a case, you can use them as such:
Assign a Case from the Admin tab
If you have permissions to access the Admin tab of the Cases page, you can select a case in the table. A button called Re-assign will appear which you can use to re-assign one or multiple cases:
Bulk assign Cases
If you have permissions to access the Admin tab of the Cases page, you can select a case in the table. A button called Re-assign will appear which you can use to re-assign one or multiple cases:
Updated 10 months ago