Assign a case to a team member

Assign a case to a named team member so that person is responsible for investigating and resolving it.

Note

Required role: Manager, Admin or Owner

Assign or reassign a case

1. Open the case from the location's Cases list.
2. Open the Actions menu.
3. Select Assign. If the case already has an owner, select Reassign.
4. In the dialog, select a team member and confirm your selection.

The case detail shows the selected person under Assigned To instead of Unassigned.

Important notes

• The team member list includes users who have access to the location.
• Cases created automatically by the rule engine start as Unassigned. They are not automatically assigned by role.
• Only Owners, Admins and Managers can assign or reassign a case.