HELP FILE

Transfer Incidents

    Admins can move all incidents from one agent (the "source user") to another agent (the "destination user").

    Before you begin: The "destination user" must be assigned to all services that are assigned to the "source user" so that the transferred incidents can be displayed in the destination user's Dashboard.
    1. Sign in to the GoToAssist Service Desk login page with your email address and password at https://desk.gotoassist.com.
    2. Go to Configure > Account-Wide Settings > Self Service > Transfer Incidents.
    3. Use the Select Source User drop-down menu and choose your desired user.
    4. Use the Select Destination User drop-down menu and choose your desired user.
    5. Select Save.

      Transfer Incidents

    Results: You have transferred all incidents from the source user to the destination user.