There are five ways to manage users and case assignments. Click a link to learn how.
Method | Type | Actions | Details |
---|---|---|---|
While creating a case | UI | add | Admin button > Cases > New button > Assign Users button |
Auto assign user using public signup link | User Action | add | Admin button > Settings > System Setup page |
Using UI on existing case | UI | add & remove | Admin button > Cases > Assign Users |
Import tool | UI | add, modify, & remove | Admin button > Integrations > Imports |
Using API (Coming Soon) | API | add, modify, & remove | N/A |