Assign Requests

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This article will show you how to change who a request or multiple requests are assigned to.

Important Notes

  • Owners/Managers who are reassigning a request to an internal personnel member should be sure to acknowledge the request before assignment.

  • Internal personnel may easily reassign the request back to the Owner/Manager when the work is completed and/or if it Needs Review. When the Owner/Manager receives this , the request can then be reassigned back to the internal personnel (if more work is needed) or closed if the request has been resolved.

Instructions

  1. Sign in to your site

  2. Navigate to the Requests tabRequests tab.

  3. Check the requests you wish to modifyRequest checkboxes.

  4. Click Assign at the topAssign button.

  5. Select the assignee from the drop-downAssignee drop-down menu.

  6. Choose to send a Public or Internal NotificationPublic and Internal Notification options.

  7. Click UpdateUpdate button.

  8. An email will be sent out with a re-assignment request, and the request will be reassigned