Who Is a Personal Manager?

Содержание статьи:

• How to assign a personal manager 
• How to dismiss a personal manager
• How to change a personal manager massively 
• 'Automatic appointment of a personal manager"

In user’s profile you can assign a personal manager, who will work with this user.

You can assign a personal manager massively by user selection:

If a user creates a new ticket in “Inbox” section, his personal manager will be depicted opposite to this ticket.

In process’s settings (“General” section) you can turn on “Assign a task to a personal manager” option. In this case all new tasks for this process will be automatically assigned to user’s personal manager.

You can dismiss a personal manager in several ways:

1. In user’s profile:

To massively change one personal manager to another it is necessary to:

1. form a sample of users assigned to one personal manager; 
2. select 'Assign a personal manager'; 
3. specify a new personal manager and click 'Run'; 
4. confirm the action in the pop-up window

There is an opportunity to automatically assign a personal manager for a user. You can gain this option that is called “Auto assignment of a personal manager” by creating a ticket to technical support team.

• On the first response to user’s ticked in “Inbox” section,
• On the first call to a user (if the option of making calls is connected).

This personal manager won’t be changed in the future.