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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Assign a customer service case

Agents can assign cases to themselves or to other customer service agents.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

About this task

The Assign to me button is only visible if the current user has the customer service agent role and is not already assigned to the case.

Procedure

  1. Open a customer service case.

  2. Assign the case.

Assign the case to yourselfClick Assign to me.
Assign the case to another agentSelect an agent in the Assigned to field.
The agent's name appears in the **Assigned to** field. If the agent also belongs to an agent group, the group name appears in the **Assignment group** field.