Assign a credit card service case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Assign a credit card service case to yourself or to another credit card agent to start working on the case.

    Antes de Iniciar

    Role required: sn_bom_credit_card.agent, sn_bom_credit_card.agent_connector, or sn_bom_credit_card.admin

    Por Que e Quando Desempenhar Esta Tarefa

    When a credit card service request is submitted, the credit card service case is automatically assigned to an assignment group or user in the credit card services department. The assignment is based on the configured assignment rules. If the case is assigned to an assignment group, any member from the group can triage the case themselves or assign it to another member of the group.

    Procedimento

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. In the Lists tab, under Credit Card Service Cases, click All.
    4. In the list, click a case to open it.
    5. Assign the case.
      • To assign the case to yourself, click Assign to me.
      • To assign the case to another agent, select an agent in the Assigned to field.

    Resultado

    The case is assigned to a credit card agent. If the agent also belongs to an agent assignment group, the group's name appears in the Assignment group field.