Configuring support specialists

You can assign multiple support specialists for a category. If a user creates a record with a category that has a support specialist, the record is automatically assigned to that support specialist.

To assign a support specialist to a category

1. Navigate to the Categories page (hamburger menu  > Configuration > Lookups > Categories).
2. On the Categories page, from the category tree view, select a category that you want to modify and click Edit.
3. In the Category: categoryName dialog box, in the Support Specialists section, go to More Actions and click Assign.
4. In the Select Technician dialog box, select a technician and click OK.
5. Click Save.

To remove a support specialist assigned to a category

1. Navigate to the Categories page (hamburger menu  > Configuration > Lookups > Categories).
2. On the Categories page, from the category tree view, select a category that you want to modify and click Edit.
3. In the Category: categoryName dialog box, in the Support Specialists section, select a technician, go to More Actions, and click Remove.
4. (If the technician selected in the previous step is the default support specialist for the Category) In the Remove dialog box, click Yes.
5. Click Save.