How to assign a Case

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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:

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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:

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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:

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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:


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