11 User Assignment
User Assignment facilitates you to set the required configurations to assign tasks to the users based on their capabilities, skill sets, and expertise. You can configure rules and associate user groups with the user assignment. The tasks are assigned to user groups associated with the user assignment.
You can create and manage user assignments using the following pages:
- Create User Assignment
The Create User Assignment page facilitates you to create a user assignment. A user assignment helps to configure rules based on which accounts, customers, and tasks are assigned to the users. You can select the product processor from where the account and customer details will be received for user assignment. - View User Assignment
The View User Assignment page facilitates you to view the list of user assignments created in the system and perform various actions on a user assignment.