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Outsourced Service Provider agent tasks › Manage cases › Use › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Assign a case

Assign a case to yourself or another Outsourced Service Provider (OSP) agent within the organization to start working on the case or to fulfill the case.

Before you begin

Role required: sn_csm_ocs.ext_agent

Procedure

  1. Navigate to Outsourced Customer Service > Cases > All.

  2. Click and open a case from the available list.

  3. Click Assign to me.

    Note: If the case is already assigned, the Assign to me button isn’t available.