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Product Documentation Operations Portal CRM Employee Mobile App Configure Employee Mobile App Assign Tickets

Employee Mobile App - Assign Tickets

  1. Tap on the "Menu" icon

    If you are using the Ticket system, tickets can be assigned to employees while using the employee mobile app. While assignees are not required, you can add one or multiple assignees to a ticket. Once assigned, the assignee will receive notifications when there are changes to their Tickets. To start, tap the "Menu" icon.

  2. Select "Tickets"

    Then, select "Tickets". In order to access and update "Tickets" you will need to be set up either as an “administrator” or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

  3. Tap the "Show/Hide Columns" icon

    Tap the "Show/Hide Columns" icon.

  4. Search or filter to find tickets

    Search or Filter on the ticket you would like to assign.

  5. Double-tap the ticket

    Double-tap the ticket to view ticket details.

  6. Swipe the tabs to the left

    Swipe the tabs to the left.

  7. Tap on the "Assignees" tab

    Then, tap on the "Assignees" tab

  8. Select "Assignment Type"

    The first field is "Assignment Type". This field is optional. Select from the dropdown if desired.

  9. Type in the email of the employee and tap to select

    To assign the ticket, enter the email of the employee. Then tap to confirm selection.

  10. Ticket Notification

    Assignees will receive a notification when updates have been made to the assigned ticket. For an employee to receive a notification when a ticket has been assigned, they would need to opt into "Ticket is assigned to employee notification".

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