{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Assign Team Members","type":"basic","slug":"assign-team-members","excerpt":"","body":"When an incoming message from a new customer comes through Sonar, the customer is unassigned by default. If you reply back, then you will be automatically assigned to that customer.  \n\n****Note:**** Admins have the ability to assign all customers to a team member(s). \n\n## **Assign Team Member**\n\nTo assign a customer to a team member, go the left column and click the person icon associated with the text thread. Then select a team member from the pop-up list.  \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/06e58fe-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**** tab. Then, under Bulk Customer Actions, select ****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 API 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 utilize our Batch Actions functions:\n* Check the box next to the message(s) in the left-hand column. \n* In the Actions 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]","updates":[],"order":5,"isReference":false,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"5796a574afcefd0e009c4b81","githubsync":"","category":{"sync":{"isSync":false,"url":""},"pages":["55208138623ff50d009b2bf2","554967bbcd09b317005f8f62","554967c8c634cf2d00125087","554967d8a5ecbc1900321694","554967e4c634cf2d0012508a"],"title":"Getting Started Guide","slug":"getting-started","order":0,"from_sync":false,"reference":false,"_id":"55208138623ff50d009b2bf0","__v":5,"createdAt":"2015-04-05T00:26:32.042Z","version":"55208137623ff50d009b2bef","project":"55208137623ff50d009b2bec"},"createdAt":"2016-07-25T23:49:08.792Z","__v":1,"parentDoc":null,"project":"55208137623ff50d009b2bec","user":"579145f1180e233400f70ef0","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"}}

Assign Team Members


When an incoming message from a new customer comes through Sonar, the customer is unassigned by default. If you reply back, then you will be automatically assigned to that customer. ****Note:**** Admins have the ability to assign all customers to a team member(s). ## **Assign Team Member** To assign a customer to a team member, go the left column and click the person icon associated with the text thread. Then select a team member from the pop-up list. [block:image] { "images": [ { "image": [ "https://files.readme.io/06e58fe-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**** tab. Then, under Bulk Customer Actions, select ****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 API 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 utilize our Batch Actions functions: * Check the box next to the message(s) in the left-hand column. * In the Actions drop-down, click on Unassign [block:image] { "images": [ { "image": [ "https://files.readme.io/a00264e-Try4.gif", "Try4.gif", 560, 410, "#fafaf9" ], "border": true } ] } [/block]