{"_id":"5796a574afcefd0e009c4b81","githubsync":"","category":{"_id":"55208138623ff50d009b2bf0","__v":5,"pages":["55208138623ff50d009b2bf2","554967bbcd09b317005f8f62","554967c8c634cf2d00125087","554967d8a5ecbc1900321694","554967e4c634cf2d0012508a"],"version":"55208137623ff50d009b2bef","project":"55208137623ff50d009b2bec","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-04-05T00:26:32.042Z","from_sync":false,"order":0,"slug":"getting-started","title":"Getting Started Guide"},"__v":1,"parentDoc":null,"project":"55208137623ff50d009b2bec","user":"579145f1180e233400f70ef0","version":{"_id":"55208137623ff50d009b2bef","__v":15,"project":"55208137623ff50d009b2bec","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"metadata":{"title":"","description":"","image":[]},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-07-25T23:49:08.792Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":5,"body":"When an incoming message comes through in Sonar from a new customer, the customer is unassigned by default. If you reply back, then you will be automatically assigned to that customer. A customer can be assigned to a single team member or you can assign yourself to the customer. \n\nAlso, admins have the ability to assign all customers to a team member. \n\n## **Assign Team Member**\n\nTo assign a customer to a team member, in the left-hand panel, you can either assign yourself or a team member. Click on the person icon with  :heavy-check-mark:  to assign yourself or click on the person icon with the `+` to assign a team member. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/e72616b-9999999996aaaaaabbb.gif\",\n        \"9999999996aaaaaabbb.gif\",\n        616,\n        392,\n        \"#fafafa\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n##Batch Assign\nAdmins can assign all customers to a team member by going to the Menu bar and clicking on Team Members > Under Bulk Actions > Reassign All.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/dcfe9d2-2222.png\",\n        \"2222.png\",\n        1532,\n        498,\n        \"#565cd8\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]\n## **Unassign Team Member**\n\n[Unassign Agent Documentation](doc:unassign-agent) \n\nIf you are looking to unassign a team member from a single thread:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/247b732-Try1.gif\",\n        \"Try1.gif\",\n        1318,\n        915,\n        \"#edeef0\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9f1ff2e-Try2.gif\",\n        \"Try2.gif\",\n        744,\n        304,\n        \"#eaeaea\"\n      ]\n    }\n  ]\n}\n[/block]\nIf you would like to unassign a team member, you can use our Batch Actions feature, then:\n* Check the box next to the message or messages(s) on the left-hand panel. \n* In the \"Action\" drop-down, click on \"Unassign\"\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/a00264e-Try4.gif\",\n        \"Try4.gif\",\n        560,\n        410,\n        \"#fafaf9\"\n      ],\n      \"border\": true\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"assign-team-members","type":"basic","title":"Assign Team Members"}

Assign Team Members


When an incoming message comes through in Sonar from a new customer, the customer is unassigned by default. If you reply back, then you will be automatically assigned to that customer. A customer can be assigned to a single team member or you can assign yourself to the customer. Also, admins have the ability to assign all customers to a team member. ## **Assign Team Member** To assign a customer to a team member, in the left-hand panel, you can either assign yourself or a team member. Click on the person icon with :heavy-check-mark: to assign yourself or click on the person icon with the `+` to assign a team member. [block:image] { "images": [ { "image": [ "https://files.readme.io/e72616b-9999999996aaaaaabbb.gif", "9999999996aaaaaabbb.gif", 616, 392, "#fafafa" ], "border": true } ] } [/block] ##Batch Assign Admins can assign all customers to a team member by going to the Menu bar and clicking on Team Members > Under Bulk Actions > Reassign All. [block:image] { "images": [ { "image": [ "https://files.readme.io/dcfe9d2-2222.png", "2222.png", 1532, 498, "#565cd8" ], "border": true } ] } [/block] ## **Unassign Team Member** [Unassign Agent Documentation](doc:unassign-agent) If you are looking to unassign a team member from a single thread: [block:image] { "images": [ { "image": [ "https://files.readme.io/247b732-Try1.gif", "Try1.gif", 1318, 915, "#edeef0" ] } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/9f1ff2e-Try2.gif", "Try2.gif", 744, 304, "#eaeaea" ] } ] } [/block] If you would like to unassign a team member, you can use our Batch Actions feature, then: * Check the box next to the message or messages(s) on the left-hand panel. * In the "Action" drop-down, click on "Unassign" [block:image] { "images": [ { "image": [ "https://files.readme.io/a00264e-Try4.gif", "Try4.gif", 560, 410, "#fafaf9" ], "border": true } ] } [/block]