How to set the user group a case is assigned to

Before you start

• User groups are set up in your case configuration
• Case configuration is normally only available to staff members with administrator access

Steps to configure case assignment

1. Find your case type in the list and press "Configure".
   

2. Open the "Groups" section.
   

3. In the "Case Manager Group" field, enter the name of the user group that cases of this type should be assigned to when they are raised.
   

4. Save your changes.

Result

When cases of this type are raised, they will be assigned to this group.

Further reading

Cases can be assigned dynamically to a group, or directly to a user. See Creating New Case Types - Create a Form to Raise a Case.