Operations Services - Assign a Ticket to a Company

1. Navigate to "Services"

   To assign a ticket to a company, navigate to the "Services" section in the Operations Portal.

   

2. Click "Tickets"

   Then, click "Tickets". In order to access "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "ticketView" and "ticketEdit".

   

3. Search for the ticket

   Search for the ticket in the "Search" field.

   

4. Go to the details page of the ticket

   Click the more details icon to go to the ticket's details page.

   

5. Click the "Actions" button

   Now, click the "Actions" button.

   

6. Select "Assign Company"

   Then, select the "Assign Company" option.

   

7. Type to search for the company to be assigned

   Type to search for the company to be assigned here.

   

8. Select the company from the list

   Select the company from the list.

   

9. Click 'Assign' to assign the company to the ticket

   Click "Assign" to assign the ticket to the company.

   

10. A "The ticket has been assigned successfully" message will appear

    A "The ticket has been assigned successfully" message will appear once successful.

    

11. The ticket is now assigned to a company

    To check, scroll down to the Billable Company field and you will see that the ticket has been assigned to a company.