Changing the account assignee

If a particular person is responsible for an account, you can set them as the account assignee:

1. Go to Task Manager > My Work
2. Switch to the My Accounts view
   
3. Find the account
   • If you don't see the account, you may need to remove yourself from the account filters
4. Click on the name in the Assignee column
5. Select the new assignee

What does the account assignee field do?

The account assignee field is responsible for a few things:

1. When a client asks a question through Business App, the account assignee is notified
2. A visual indicator to other agents of who the primary point of contact is