How to assign a ticket to the right owner?
After creating a ticket, there are two options if you need to assign it to another user.
Option 1: Tickets Dashboard
Step 1: Log in to your Proprli account.
Step 2: Hover your mouse over Dashboards and click on Tickets.
Step 3: Use the filters and the search bar to locate the ticket you are looking for.
Step 4: Once you find it, click on the three-dotted icon on the right hand-side of the screen and select "Assign owner."
Step 5: A pop-up will appear, and you will have the ability to select a new ticket owner from a dropdown menu.
Step 6: After selecting, save your changes.
Option 2: Edit Ticket's Details
Step 1: Log in to your Proprli account.
Step 2: Hover your mouse over Dashboards and click on Tickets.
Step 3: Use the filters and the search bar to locate the ticket you are looking for.
Step 4: Once you find it, select it and click on "Edit" on the sidebar on the right-hand side of the screen.
Step 5: A window will pop up, and you will have the option to click on a dropdown menu to select a new ticket owner.
Step 6: Save your changes.
Related Articles
Ticket management
To access your company’s tickets, hover over the Dashboards option on the left-hand side and select Tickets. There are two tabs to facilitate management: the "My Tickets" tab takes into consideration the tickets for which you are the owner, while the ...Create a new ticket
To create a ticket, follow the steps below. Step 1: Click on the New Ticket button on the top right-hand side of the screen. Step 2: A window will pop up where you can add the following: Name of the issue: e.g. Leaking Sink. Building: select which ...Assign role
In order to assign a role to a user, you should do the following: Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and select Access Management. Step 2: Choose either the Team tab, for internal colleagues, or ...What notifications does the Supplier receive when assigned to a ticket?
A Supplier receives notifications via email and within the Proprli platform. In this article, you will learn more about the Supplier's experience when assigned to a ticket. If you want to know more about their experience when invited to participate ...How to change the contact person/supplier assigned to a ticket
In case you need to change the supplier contact person after they were already assigned to a ticket, follow the steps below. Please note that this can only be done if the status of the ticket is "Pending Supplier Confirmation." Step 1: Access the ...