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Allocated Team

This guide will show you step by step how to Add an allocated Team member or personal contact for a case in the TCC module. We have even made it easier by including short videos to help.

Explanation of Sections:

Add Allocated Team: Adding an allocated Team Member to a case.
Add Personal Contact: Adding a Personal Contact to a case.

Add Allocated Team Members

  1. Open the case you wish to add support Team Members to.
  2. Locate the Allocated Team tab in the left-hand menu and click on it to view active and inactive Allocated Team Members.
  3. Click on the +Add Allocated Team Member button.
  4. You will be asked to select Personal Contact or Allocated Team Member.
  5. Select Allocated Team Member.
  6. You will be presented with the Add Allocated Team Member pop-up window.
  7. Select the required Allocated Team Member from the drop-down list.
  8. Set Assigned Date from the date picker.
  9. If required, select the Primary Contact checkbox if this is the Primary Contact support team for the client.
  10. Click Save to save your changes.
Example Adding Allocated Team Members

Add Personal Contact

  1. Open the case you wish to add support Team Members to.
  2. Locate the Allocated Team tab in the left-hand menu and click on it to view active and inactive allocated Team Members.
  3. Click on the +Add Allocated Team Member button.
  4. You will be asked to select Personal Contact or Allocated Team Member.
  5. Select Personal Contact.
  6. You will be presented with the Add Allocated Team Member pop-up window.
  7. Select the required Allocated Team Member from the drop-down list.
  8. Set Assigned Date from the date picker.
  9. If required, select the Primary Contact checkbox if this is the Primary Contact support team for the client.
  10. Click Save to save your changes.
Example Adding Personal Contact
Updated on June 9, 2023

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