How to Assign (& Unassign) Conversations

Step-by-Step Walkthrough

How to Assign Yourself to a Conversation

1. Navigate to the Conversations page.

2. Select the user you want to assign.

3. Hover over the "Assign Myself" icon on the far right of the conversation card and click it to assign yourself.

How to Unassign Yourself from a Conversation

Click the "Assign Myself" icon again.

To Assign Other Users to a Conversation

1. Select the checkbox on the far left of the conversation card.

2. At the top of the conversations page, click "Assign User" and choose the users you want to assign.

3. Click "Save" at the bottom right of the open window to finalize the assignment.

Observe that anyone assigned to the conversation will appear with an icon showing their initials.

To Unassign Multiple Users from a Conversation

1. Select the checkbox on the conversation card again.

2. Click "Assign User" and deselect the users you previously assigned.

3. Click "Save" to remove the assignments.