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KUNDESAKER HELP

Invite colleagues and assign work

Shared visibility with a clear owner for each follow-up.

  1. An owner or administrator opens Settings → Team and creates an invitation for the colleague’s email address.

  2. The invitation is emailed and expires after seven days. Team settings let you resend or revoke it. You can also share the link yourself.

  3. Open a conversation and select its responsible team member. Assignments are visible internally and are not included in customer email.

  4. Choose Customer cases → Show for → Only me for your own work, or Everyone for the team. The assignee selection stays with you across List, Board and Tasks; other filters belong to each view.

  5. Click your avatar to change your name, picture, password, personal signature and language.

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