Assign a case to an OSP agent

task brazil Updated Sep 10, 2026 1 min read osp-assign-case-manager.md
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As an Outsourced Customer Service external manager, you can assign a case to an agent under your group.

Before you begin

Note: The outsourced customer service external managers [sn_csm_ocs.ext_manager] can perform their designated tasks using the Core UI as workspaces are not currently supported.

Role required: sn_csm_ocs.ext_manager

Procedure

  1. Navigate to All > Outsourced Customer Service > Cases > Unassigned.

  2. Open a case.

  3. Enter the name of the agent in the Assigned to field and select the agent from the list displayed.

    You can also click the Lookup using list icon ([Omitted image "lookup-list.jpg"] Alt text: Lookup using list.) and select the agent.

    Note: The Assignment group field is pre-populated with the group name. The list of agents belonging to that group is displayed when you lookup.

  4. Click Update.

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