How to configure Assignment Levels in the Cases App?

The Cases app of Apptivo allows you to determine the employees and teams to whom a particular case can be assigned. By configuring the Assignment Level, you can control to whom your employees can assign a case.

Steps to configure the assignment levels

• Log into your Apptivo account and go to the Cases app. In the Cases app, select Settings from the App Header.

• From the Settings page, select Security → Assignment Level from the left panel.

• The Assignment Level page appears. Here, you can set the employees or teams to be listed while assigning a case in the Cases app.

Assigning an Employee

The following options are available while assigning a case to an employee.

• All Employees - This allows an employee to assign a case to any employee in an organization.

• My Management - Enables an employee to assign a case only to the Managers.

• My Organizations - This allows an employee to allocate a case to his/her subordinates and their subordinates.

• My Directs - This allows an employee to assign a case only to his/her direct subordinates and not the subsequent subordinates.

• By default, the toggle is enabled for all the options listed. Consider you want to assign the cases only to the Manager. In this case, enable the toggle for My Management alone.

• For Instance: Larry Warran is an employee whose Manager is Sarah Castro. Now, she attempts to assign a case to an employee. In the Search and Select popup, only the Manager will be listed.

Assigning to a Team

The below options are present while assigning a case to a team.

• All Teams - Enables an employee to assign a case to any team in an organization.

• My Teams - This allows an employee to assign a case to any of his teams.

• My Employees Teams - This allows an employee to assign a case to any of his employee’s teams. An employee doesn't need to be part of his/her employee team.

• The toggle is enabled for all the options listed. Consider you want to assign the cases only to All Teams. In this case, enable the toggle for All Teams alone.

• For Instance: When Sarah attempts to assign a case to a team, all the teams will be listed.